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Simplify Exchange Traded Fun shares owned by E&G Advisors

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

Historical chart of E&G 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 E&G 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 E&G Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $252k 9.7k 25.94

More positions owned by E&G Advisors

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Spdr Gold Tr Gold Shs (GLD)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard World Inf Tech Etf (VGT)
Lam Research Corp Com New (LRCX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)

View all positions for E&G Advisors

Top funds holding Simplify Exchange Traded Fun

Bank of America Corporation
Wealth Enhancement Advisory Services
Boothe Investment Group
LPL Financial
Citigroup
Envestnet Asset Management
AE Wealth Management
Independence Wealth Advisors
IAG Wealth Partners
UBS Group
Allie Family Office
Assetmark
Deane Retirement Strategies
HighTower Advisors
Abbington Investment Group

View all funds holding Simplify Exchange Traded Fun