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Simplify Exchange Traded Fun shares owned by First Business Financial Services

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

Historical chart of First Business Financial Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by First Business Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $731k 24k 30.22

More positions owned by First Business Financial Services

Vanguard Total Stock Market ETF (VTI)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
iShares S&P SmallCap 600 Index (IJR)
Ishares Tr core div grwth (DGRO)
iShares Russell 1000 Value Index (IWD)
iShares S&P MidCap 400 Index (IJH)
iShares Lehman Aggregate Bond (AGG)
Spdr S&p 500 Etf (SPY)
First Business Financial Services (FBIZ)
J P Morgan Exchange Traded F ultra shrt (JPST)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Broadcom (AVGO)
Alphabet Inc Class A cs (GOOGL)

View all positions for First Business Financial Services

Top funds holding Simplify Exchange Traded Fun

CWM
Boothe Investment Group
Concurrent Investment Advisors
Envestnet Asset Management
LPL Financial
AE Wealth Management
Independence Wealth Advisors
UBS Group
IAG Wealth Partners
HighTower Advisors
Altiora Financial Group
Assetmark
Pasadena Private Wealth
CLS Investments
Abbington Investment Group

View all funds holding Simplify Exchange Traded Fun