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Simplify Exchange Traded Fun shares owned by Fiscal Wisdom Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Fiscal Wisdom Wealth Management from 13F filings

Historical chart of Fiscal Wisdom Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Fiscal Wisdom Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Fiscal Wisdom Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $395k 15k 27.26
2025-09-30 $205k 7.3k 28.21

More positions owned by Fiscal Wisdom Wealth Management

Gold Resource Corporation (GORO)
Endeavour Silver Corp (EXK)
Dakota Gold Corp (DC)
Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE)
Spdr Series Trust State Street Spd (SPYM)
Equinox Gold Corp equities (EQX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Silvercorp Metals (SVM)
Apple (AAPL)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Purecycle Technologies (PCT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Microsoft Corporation (MSFT)

View all positions for Fiscal Wisdom Wealth Management

Top funds holding Simplify Exchange Traded Fun

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View all funds holding Simplify Exchange Traded Fun