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Simplify Exchange Traded Fun shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 40k 27.89
2024-09-30 $1.1M 41k 26.00
2024-06-30 $817k 30k 26.92

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Short Treas Bd (SHV)

View all positions for Optivise Advisory Services

Top funds holding Simplify Exchange Traded Fun

Wells Fargo & Company
AE Wealth Management
Envestnet Asset Management
Orion Portfolio Solutions
LPL Financial
Beacon Capital Management
Clear Creek Financial Management
Peak Financial Advisors
Astor Investment Management
Altiora Financial Group
Cambridge Investment Research Advisors
HighTower Advisors
Beacon Capital Management
Pasadena Private Wealth
Longview Financial Advisors

View all funds holding Simplify Exchange Traded Fun