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Simplify Exchange Traded Fun shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 71k 27.26
2025-09-30 $558k 20k 27.97
2025-06-30 $150k 5.6k 26.74

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Vanguard Ftse Emerging Markets Etf Etf (VWO)
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Ishares Gold Trust Etf (IAU)
Schwab High Yield Bond Etf Etf (SCYB)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Schwab 1000 Index Etf (SCHK)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
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View all positions for Principia Wealth Advisory

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
LPL Financial
AE Wealth Management
Independence Wealth Advisors
IAG Wealth Partners
Altiora Financial Group
Peak Financial Advisors
Assetmark
HighTower Advisors
CLS Investments
Envestnet Asset Management
Wiley Bros.-aintree Capital
Abbington Investment Group

View all funds holding Simplify Exchange Traded Fun