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Simplify Exchange Traded Fun shares owned by SRS Capital Advisors

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

Historical chart of SRS 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 SRS 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $160k 6.7k 23.71
2025-06-30 $165k 7.0k 23.64
2025-03-31 $91k 3.7k 24.68

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View all positions for SRS Capital Advisors

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
LPL Financial
Elevated Capital Advisors
RiverTree Advisors
POM Investment Strategies
Wedbush Morgan Securities
Park Edge Advisors
Principal Securities
CLS Investments
Key Capital Management
Envestnet Asset Management
Beacon Capital Management
Howard Bailey Securities
B.O.S.S. Retirement Advisors
FSA Advisors

View all funds holding Simplify Exchange Traded Fun