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Simplify Exchange Traded Fun shares owned by Gwn Securities

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Gwn Securities from 13F filings

Historical chart of Gwn Securities investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Gwn Securities

Quarter filed Position value Share count Share price at filing
2025-12-31 $231k 8.5k 27.26
2025-06-30 $320k 12k 26.80
2024-12-31 $2.6M 91k 28.88

More positions owned by Gwn Securities

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Microsoft Corporation (MSFT)
Ishares Tr Shrt Nat Mun Etf (SUB)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Cardinal Health (CAH)
Vanguard World Inf Tech Etf (VGT)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Johnson & Johnson (JNJ)

View all positions for Gwn Securities

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
LPL Financial
AE Wealth Management
Independence Wealth Advisors
IAG Wealth Partners
Altiora Financial Group
Peak Financial Advisors
Assetmark
HighTower Advisors
CLS Investments
Envestnet Asset Management
Wiley Bros.-aintree Capital
Abbington Investment Group

View all funds holding Simplify Exchange Traded Fun