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Simplify Exchange Traded Fun shares owned by American Trust

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

Historical chart of American Trust investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by American Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $249k 4.1k 60.17

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Vanguard Intermed Term Bond Etf Equities (BIV)
Ishares Core Dividend Growth Equities (DGRO)
Jpmorgan Active Growth Etf Equities (JGRO)
Vanguard Growth Etf Equities (VUG)
Vanguard Small Cap Etf Equities (VB)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Mid Cap Index Etf Equities (VO)
Dimensional International Core Equities (DFIC)
Invesco Qqq Trust Equities (QQQ)
Vanguard Ftse Developed Markets Equities (VEA)
Jp Morgan Ultra Short Income Et Equities (JPST)
Jp Morgan Flexible Debt Etf Equities (JFLX)
Apple Equities (AAPL)
Microsoft Equities (MSFT)

View all positions for American Trust

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
LPL Financial
AE Wealth Management
Independence Wealth Advisors
IAG Wealth Partners
Altiora Financial Group
Peak Financial Advisors
Assetmark
HighTower Advisors
CLS Investments
Envestnet Asset Management
Wiley Bros.-aintree Capital
Abbington Investment Group

View all funds holding Simplify Exchange Traded Fun