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Simplify Exchange Traded Fun shares owned by PFG Advisors

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

Historical chart of PFG 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 PFG 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 PFG Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $523k 20k 25.94
2026-03-31 $208k 6.9k 30.22
2025-12-31 $244k 8.9k 27.26

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View all positions for PFG Advisors

Top funds holding Simplify Exchange Traded Fun

Bank of America Corporation
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
Deane Retirement Strategies
Assetmark
Pasadena Private Wealth

View all funds holding Simplify Exchange Traded Fun