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Simplify Exchange Traded Fun shares owned by Professional Financial Advisors

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

Historical chart of Professional Financial 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 Professional Financial 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 Professional Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $823k 29k 27.97
2025-06-30 $326k 12k 26.74

More positions owned by Professional Financial Advisors

Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr Core Us Aggbd Et (AGG)
Wisdomtree Tr Us Efficient Cor (NTSX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Wisdomtree Tr Internationl Efi (NTSI)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Tidal Trust Ii Return Stckd Us (RSST)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Series Trust S&p1500momtilt (MMTM)

View all positions for Professional Financial Advisors

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