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Simplify Exchange Traded Fun shares owned by Advisors Preferred

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Advisors Preferred from 13F filings

Historical chart of Advisors Preferred investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Advisors Preferred

Quarter filed Position value Share count Share price at filing
2026-03-31 $244k 8.1k 30.22
2025-06-30 $135k 5.0k 26.76
2025-03-31 $521k 18k 29.77

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State Street Energy Select Sector SPDR ETF USD Class Etf (XLE)
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BNY Mellon US Large Cap Core Equity ETF USD Class Etf (BKLC)
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View all positions for Advisors Preferred

Top funds holding Simplify Exchange Traded Fun

Bank of America Corporation
CWM
Boothe Investment Group
Concurrent Investment Advisors
Citigroup
Envestnet Asset Management
LPL Financial
Independence Wealth Advisors
AE Wealth Management
UBS Group
IAG Wealth Partners
HighTower Advisors
Altiora Financial Group
Assetmark
Pasadena Private Wealth

View all funds holding Simplify Exchange Traded Fun