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Simplify Exchange Traded Fun shares owned by Belpointe Asset Management

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

Historical chart of Belpointe Asset 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 Belpointe Asset 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 Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 191k 27.97
2025-06-30 $5.3M 200k 26.74
2025-03-31 $5.7M 192k 29.60

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Collaborative Investmnt Ser Etf (NDOW)
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Vanguard S&P 500 ETF Etf (VOO)
Badger Meter (BMI)
Vanguard Index Fds Etf (VUG)
Amazon (AMZN)

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