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Simplify Exchange Traded Fun shares owned by IHT Wealth Management

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

Historical chart of IHT 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 IHT Wealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $662k 24k 27.97
2025-06-30 $634k 24k 26.74
2025-03-31 $568k 19k 29.60
2024-12-31 $537k 19k 27.89

More positions owned by IHT Wealth Management

Apple (AAPL)
Wisdomtree Floating Floatng Rat Trea (USFR)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Invesco Qqq Unit Ser 1 (QQQ)
Spdr Portfolio Prtflo S&p500 Vl (SPYV)
Ishares Core Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Portfolio Portfolio S&p500 (SPLG)
Spdr Portfolio Prtflo S&p500 Gw (SPYG)
First Trust Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
ISHARES 20 Plus 20 Yr Tr Bd Etf (TLT)
Ishares Msci Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq Nasdaq 100 Etf (QQQM)

View all positions for IHT Wealth Management

Top funds holding Simplify Exchange Traded Fun

CWM
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LPL Financial
IAG Wealth Partners
Envestnet Asset Management
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HighTower Advisors
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New York Life Investment Management
Beacon Capital Management
Altiora Financial Group
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View all funds holding Simplify Exchange Traded Fun