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Simplify Exchange Traded Fun shares owned by D'Orazio & Associates

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by D'Orazio & Associates from 13F filings

Historical chart of D'Orazio & Associates investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by D'Orazio & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by D'Orazio & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $293k 11k 25.94

More positions owned by D'Orazio & Associates

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Booz Allen Hamilton Hldg Cor Cl A (BAH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Mmentm (MTUM)
UnitedHealth (UNH)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for D'Orazio & Associates

Top funds holding Simplify Exchange Traded Fun

Bank of America Corporation
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
Deane Retirement Strategies
Abbington Investment Group

View all funds holding Simplify Exchange Traded Fun