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Simplify Exchange Traded Fun shares owned by Fermata Advisors

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

Historical chart of Fermata 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 Fermata 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 Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $368k 15k 24.95
2023-12-31 $351k 15k 23.60
2023-09-30 $386k 14k 27.55
2023-06-30 $243k 9.5k 25.49
2022-12-31 $358k 14k 26.01

More positions owned by Fermata Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Pacer Fds Tr Globl Cash Etf (GCOW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Fermata Advisors

Top funds holding Simplify Exchange Traded Fun

Orion Portfolio Solutions
Clear Creek Financial Management
Peak Financial Advisors
Miracle Mile Advisors
Simplify Asset Management
Financial Enhancement
Wealth Enhancement Advisory Services
ORG Partners
Wealthsource Partners
Jane Street
Moors & Cabot
Aries Wealth Management
H D Vest Advisory Services
Royal Bank of Canada
FMA Wealth Management

View all funds holding Simplify Exchange Traded Fun