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Simplify Exchange Traded Fun shares owned by Navis Wealth Advisors

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

Historical chart of Navis 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 Navis 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $497k 16k 30.22

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Tidal Trust Ii Defiance Oil Enh (USOY)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Symbotic Class A Com (SYM)
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BlackRock Global Energy & Resources Trus (BGR)
Pimco Etf Tr Active Bd Etf (BOND)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)
Global X Fds Glb X Mlp Enrg I (MLPX)

View all positions for Navis Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

Bank of America Corporation
CWM
Boothe Investment Group
Concurrent Investment Advisors
Citigroup
Envestnet Asset Management
LPL Financial
Independence Wealth Advisors
AE Wealth Management
UBS Group
IAG Wealth Partners
HighTower Advisors
Altiora Financial Group
Assetmark
Pasadena Private Wealth

View all funds holding Simplify Exchange Traded Fun