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Simplify Exchange Traded Fun shares owned by Beacon Capital Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Beacon Capital Management from 13F filings

Historical chart of Beacon Capital Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Beacon Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 187k 26.00

More positions owned by Beacon Capital Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Utilities Etf (VPU)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Industrial Etf (VIS)
Vanguard World Financials Etf (VFH)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Materials Etf (VAW)
Vanguard World Consum Dis Etf (VCR)
Vanguard World Consum Stp Etf (VDC)
Vanguard World Health Car Etf (VHT)
Vanguard World Energy Etf (VDE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Beacon Capital Management

Top funds holding Simplify Exchange Traded Fun

Wells Fargo & Company
Orion Portfolio Solutions
Envestnet Asset Management
Clear Creek Financial Management
Astor Investment Management
LPL Financial
Peak Financial Advisors
Beacon Capital Management
Longview Financial Advisors
Altiora Financial Group
Atria Investments
AE Wealth Management
Financial Enhancement
Miracle Mile Advisors
Resources Investment Advisors

View all funds holding Simplify Exchange Traded Fun