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Simplify Exchange Traded Fun shares owned by Aj Wealth Strategies

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Aj Wealth Strategies from 13F filings

Historical chart of Aj Wealth Strategies investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $484k 19k 25.50
2023-03-31 $444k 19k 23.42
2022-12-31 $494k 19k 26.03

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding Simplify Exchange Traded Fun

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IAG Wealth Partners
Envestnet Asset Management
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HighTower Advisors
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New York Life Investment Management
Beacon Capital Management
Altiora Financial Group
Beacon Capital Management

View all funds holding Simplify Exchange Traded Fun