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Simplify Exchange Traded Fun shares owned by L.m. Kohn & Company

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by L.m. Kohn & Company from 13F filings

Historical chart of L.m. Kohn & Company investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by L.m. Kohn & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by L.m. Kohn & Company

Quarter filed Position value Share count Share price at filing
2025-06-30 $330k 12k 26.74
2025-03-31 $338k 11k 29.60

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Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Nvidia Corporation Common Stock (NVDA)
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)
Costco Whsl Corp Common Stock (COST)
Blackstone Common Stock (BX)
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)
Select Sector Spdr Tr Technology Exchange Traded Fund (XLK)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Exchange Traded Fund (SPHD)
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)
Spdr Ser Tr Bbg Conv Sec Etf Exchange Traded Fund (CWB)

View all positions for L.m. Kohn & Company

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