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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
2025-09-30 $12M 415k 27.97
2025-06-30 $5.0M 187k 26.74
2025-03-31 $5.2M 187k 27.59
2024-12-31 $5.2M 187k 27.89
2024-09-30 $4.9M 187k 26.00

More positions owned by Beacon Capital Management

Vanguard Telecommunication Services ETF (VOX)
Vanguard World Inf Tech Etf (VGT)
Vanguard World Utilities Etf (VPU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Industrial Etf (VIS)
Vanguard World Consum Dis Etf (VCR)
Vanguard World Financials Etf (VFH)
Vanguard World Materials Etf (VAW)
Vanguard World Energy Etf (VDE)
Vanguard World Consum Stp Etf (VDC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard World Health Car Etf (VHT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Beacon Capital Management

Top funds holding Simplify Exchange Traded Fun

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Beacon Capital Management

View all funds holding Simplify Exchange Traded Fun