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Simplify Exchange Traded Fun shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 189k 27.97

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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