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Simplify Exchange Traded Fun shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $148k 6.5k 22.82

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
UnitedHealth (UNH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Tesla Motors (TSLA)

View all positions for Steward Partners Investment Advisory

Top funds holding Simplify Exchange Traded Fun

Park Edge Advisors
Simplify Asset Management
Commonwealth Equity Services
H D Vest Advisory Services
Cambridge Investment Research Advisors
Relyea Zuckerberg Hanson
Steward Partners Investment Advisory
IFP Advisors

View all funds holding Simplify Exchange Traded Fun