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Simplify Exchange Traded Fun shares owned by Great Valley Advisor Group

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

Historical chart of Great Valley Advisor 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 Great Valley Advisor 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 Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $763k 27k 27.97
2025-06-30 $616k 23k 26.74

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NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p500 (SPLG)
American Centy Etf Tr Us Quality Grow (QGRO)
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Wisdomtree Tr Us Largecap Divd (DLN)
Pimco Etf Tr Active Bd Etf (BOND)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
World Gold Tr Spdr Gld Minis (GLDM)
Amazon (AMZN)
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Vanguard Wellington Us Momentum (VFMO)
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Great Valley Advisor Group

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