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Simplify Exchange Traded Fun shares owned by Financial Discovery Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Financial Discovery Group from 13F filings

Historical chart of Financial Discovery Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Financial Discovery Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Financial Discovery Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.5M 117k 30.22

More positions owned by Financial Discovery Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Pimco Etf Tr Active Bd Etf (BOND)
Select Sector Spdr Tr State Street Con (XLP)
Simplify Exchange Traded Fun Managed Futures (CTA)
Select Sector Spdr Tr State Street Uti (XLU)
Select Sector Spdr Tr State Street Ene (XLE)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Financial Discovery Group

Top funds holding Simplify Exchange Traded Fun

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HighTower Advisors
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Assetmark
Pasadena Private Wealth

View all funds holding Simplify Exchange Traded Fun