Beacon Capital Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 $14M 497k 27.97
2025-06-30 $20M 743k 26.74
2025-03-31 $21M 721k 29.60
2024-12-31 $10M 371k 27.89

More positions owned by Beacon Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Mega Grwth Ind (MGK)
Pimco Etf Tr Ultra Short Govt (BILZ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard World Inf Tech Etf (VGT)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)
NVIDIA Corporation (NVDA)
Simplify Exchange Traded Fun Managed Futures (CTA)
Apple (AAPL)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Simplify Exchange Traded Fun Volatility Prem (SVOL)

View all positions for Beacon Capital Management

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
AE Wealth Management
LPL Financial
IAG Wealth Partners
Envestnet Asset Management
Private Advisor
Peak Financial Advisors
HighTower Advisors
CLS Investments
New York Life Investment Management
Beacon Capital Management
Altiora Financial Group
Beacon Capital Management

View all funds holding Simplify Exchange Traded Fun