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Simplify Exchange Traded Fun shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 38k 27.97
2025-06-30 $1.1M 40k 26.74
2025-03-31 $1.2M 42k 29.60
2024-12-31 $1.1M 39k 27.89

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Nasdaq 100 Etf Etf (QQQM)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Barings Corporate Invs Cef (MCI)
Schwab Crypto Thematic Etf Etf (STCE)
Invesco Qqq Trust Series I Etf (QQQ)
Columbia Multi-sector Municipal Income Etf Etf (MUST)

View all positions for Global Wealth Strategies & Associates

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