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Simplify Exchange Traded Fun shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (BUCK) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $619k 26k 23.85
2025-06-30 $434k 18k 23.64
2025-03-31 $280k 11k 24.68

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Tesla Motors (TSLA)
Advanced Micro Devices (AMD)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Palantir Technologies Cl A (PLTR)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Steel Peak Wealth Management

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