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Simplify Exchange Traded Fun shares owned by POM Investment Strategies

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by POM Investment Strategies from 13F filings

Historical chart of POM Investment Strategies investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by POM Investment Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by POM Investment Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 254k 27.97
2025-06-30 $8.0M 300k 26.74
2025-03-31 $8.5M 286k 29.60

More positions owned by POM Investment Strategies

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Europe Etf (IEV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Simplify Exchange Traded Fun Managed Futures (CTA)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Simplify Exchange Traded Fun Barrier Income (SBAR)

View all positions for POM Investment Strategies

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