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Simplify Exchange Traded Fun shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $44M 1.5M 30.22

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Concurrent Investment Advisors

Top funds holding Simplify Exchange Traded Fun

Bank of America Corporation
CWM
Boothe Investment Group
Concurrent Investment Advisors
Citigroup
Envestnet Asset Management
LPL Financial
Independence Wealth Advisors
AE Wealth Management
UBS Group
IAG Wealth Partners
HighTower Advisors
Altiora Financial Group
Assetmark
Pasadena Private Wealth

View all funds holding Simplify Exchange Traded Fun