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Simplify Exchange Traded Fun shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 474k 26.00
2024-03-31 $13M 520k 24.95
2023-12-31 $14M 578k 24.01
2022-09-30 $607k 21k 29.32

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Total (IXUS)

View all positions for Orion Portfolio Solutions

Top funds holding Simplify Exchange Traded Fun

Wells Fargo & Company
Orion Portfolio Solutions
Envestnet Asset Management
Clear Creek Financial Management
Astor Investment Management
LPL Financial
Peak Financial Advisors
Beacon Capital Management
Longview Financial Advisors
Altiora Financial Group
Atria Investments
AE Wealth Management
Financial Enhancement
Miracle Mile Advisors
Resources Investment Advisors

View all funds holding Simplify Exchange Traded Fun