Iams Wealth Management »

Simplify Exchange Traded Fun shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $978k 34k 28.84

More positions owned by Iams Wealth Management

First Tr Exchange-traded Vest Laddered (ACYN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
First Tr Exchange-traded Vest Lad Aut Etf
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Iams Wealth Management

Top funds holding Simplify Exchange Traded Fun

Bank of America Corporation
Wealth Enhancement Advisory Services
Boothe Investment Group
LPL Financial
Envestnet Asset Management
AE Wealth Management
Independence Wealth Advisors
IAG Wealth Partners
UBS Group
Allie Family Office
Assetmark
HighTower Advisors
Abbington Investment Group
Beacon Capital Management
Pasadena Private Wealth

View all funds holding Simplify Exchange Traded Fun