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Simplify Exchange Traded Fun shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 776k 27.97

More positions owned by IAG Wealth Partners

Jpmorgan Active MF Closed and MF Open (JBND)
Spdr Portfolio MF Closed and MF Open (SPLG)
Goldman Sachs MF Closed and MF Open (GSLC)
Nyli Mackay MF Closed and MF Open (MMIT)
Avantis Intl MF Closed and MF Open (AVIV)
Wisdomtree U S MF Closed and MF Open (DLN)
Ishares Core MF Closed and MF Open (IVV)
Ishares Core MF Closed and MF Open (DIVB)
Wisdomtree U S MF Closed and MF Open (DON)
Goldman Sachs MF Closed and MF Open (GSIE)
Vanguard Growth MF Closed and MF Open (VUG)
Simplify Managed MF Closed and MF Open (CTA)
Pgim Ultra MF Closed and MF Open (PULS)
Invesco Large MF Closed and MF Open (PWV)
Jpmorgan MF Closed and MF Open (JMUB)

View all positions for IAG Wealth Partners

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