Farther Finance Advisors »

Simplify Exchange Traded Fun shares owned by Farther Finance Advisors

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

Historical chart of Farther Finance 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 Farther Finance Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 38k 27.97
2025-06-30 $892k 33k 26.74
2025-03-31 $1.1M 38k 29.77
2024-12-31 $140k 5.0k 27.89
2024-09-30 $75k 2.9k 26.00

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Dimensional International Value Etf Etf (DFIV)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Oreilly Automotive Stock (ORLY)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)

View all positions for Farther Finance Advisors

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
AE Wealth Management
LPL Financial
IAG Wealth Partners
Envestnet Asset Management
Private Advisor
Peak Financial Advisors
HighTower Advisors
CLS Investments
New York Life Investment Management
Beacon Capital Management
Altiora Financial Group
Beacon Capital Management

View all funds holding Simplify Exchange Traded Fun