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Simplify Exchange Traded Fun shares owned by Retirement Guys Formula

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Retirement Guys Formula from 13F filings

Historical chart of Retirement Guys Formula investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Retirement Guys Formula consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Retirement Guys Formula

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 45k 27.26
2025-09-30 $1.7M 63k 27.97
2025-06-30 $1.4M 51k 26.74
2025-03-31 $1.1M 37k 29.60
2024-12-31 $320k 12k 27.89

More positions owned by Retirement Guys Formula

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Listed Fds Tr Swan Hedged Eqty (HEGD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Goldman Sachs Physical Gold Unit (AAAU)
Coca-Cola Company (KO)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Retirement Guys Formula

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