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Simplify Exchange Traded Fun shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth 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 WCG Wealth 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 64k 23.85
2025-06-30 $1.8M 78k 23.64

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Visa Com Cl A (V)
Pimco Etf Tr Multisector Bd (PYLD)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

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