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Simplify Exchange Traded Fun shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $302k 10k 30.22

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPTM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Broadcom (AVGO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Pimco Etf Tr Active Bd Etf (BOND)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

Top funds holding Simplify Exchange Traded Fun

CWM
Boothe Investment Group
Concurrent Investment Advisors
LPL Financial
AE Wealth Management
Independence Wealth Advisors
IAG Wealth Partners
Altiora Financial Group
Assetmark
HighTower Advisors
Pasadena Private Wealth
CLS Investments
Abbington Investment Group
Envestnet Asset Management
Wiley Bros.-aintree Capital

View all funds holding Simplify Exchange Traded Fun