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Simplify Exchange Traded Fun shares owned by Harwood Advisory

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

Historical chart of Harwood Advisory investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Harwood Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 64k 27.26
2025-09-30 $1.6M 58k 27.97
2025-06-30 $1.4M 54k 26.74

More positions owned by Harwood Advisory

Ishares Tr Msci Eafe Etf (EFA)
Vaneck Etf Trust Clo Etf (CLOI)
Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Vanguard World Mega Grwth Ind (MGK)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Msci Emrg Chn (EMXC)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vaneck Etf Trust Aa Bb Clo Etf (CLOB)
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)
Pimco Etf Tr Active Bd Etf (BOND)
Select Sector Spdr Tr State Street Com (XLC)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Series Trust State Street Spd (SPYG)

View all positions for Harwood Advisory

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
AE Wealth Management
Independence Wealth Advisors
LPL Financial
IAG Wealth Partners
Envestnet Asset Management
Private Advisor
Peak Financial Advisors
HighTower Advisors
Assetmark
CLS Investments
New York Life Investment Management
Beacon Capital Management

View all funds holding Simplify Exchange Traded Fun