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Simplify Exchange Traded Fun shares owned by Resurgent Financial Advisors

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

Historical chart of Resurgent 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 Resurgent 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 Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $343k 12k 27.97
2025-06-30 $421k 16k 26.74

More positions owned by Resurgent Financial Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Val Etf (IWD)
Amazon (AMZN)
Wal-Mart Stores (WMT)
Home Depot (HD)
Texas Pacific Land Corp (TPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Currencyshares Euro Euro Shs (FXE)

View all positions for Resurgent 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