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Simplify Exchange Traded Fun shares owned by Sage Capital Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (BUCK) shares owned by Sage Capital Advisors from 13F filings

Historical chart of Sage Capital Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Sage Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Sage Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 12k 23.85
2025-06-30 $287k 12k 23.64
2025-03-31 $299k 12k 24.68

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Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
LPL Financial
Beacon Capital Management
Kestra Advisory Services
Elevated Capital Advisors
POM Investment Strategies
RiverTree Advisors
Park Edge Advisors
Wedbush Morgan Securities
CLS Investments
Envestnet Asset Management
Change Path
Steward Partners Investment Advisory
Principal Securities
Encompass More Asset Management

View all funds holding Simplify Exchange Traded Fun