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Simplify Exchange Traded Fun shares owned by Claro Advisors

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

Historical chart of Claro Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Claro Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $448k 15k 30.22

More positions owned by Claro Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)

View all positions for Claro Advisors

Top funds holding Simplify Exchange Traded Fun

CWM
Boothe Investment Group
Concurrent Investment Advisors
LPL Financial
AE Wealth Management
Independence Wealth Advisors
IAG Wealth Partners
Altiora Financial Group
Assetmark
HighTower Advisors
Pasadena Private Wealth
CLS Investments
Abbington Investment Group
Envestnet Asset Management
Wiley Bros.-aintree Capital

View all funds holding Simplify Exchange Traded Fun