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Simplify Exchange Traded Fun shares owned by PFG Investments

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

Historical chart of PFG Investments 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 Investments 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 Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 64k 27.97
2025-06-30 $1.8M 66k 26.74
2025-03-31 $1.4M 49k 29.60

More positions owned by PFG Investments

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Pimco Dynamic Income SHS (PDI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Pimco Etf Tr Enhancd Short (EMNT)
Johnson & Johnson (JNJ)
Palantir Technologies Cl A (PLTR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)

View all positions for PFG Investments

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