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Simplify Exchange Traded Fun shares owned by Reuter James Wealth Management

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

Historical chart of Reuter James Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Reuter James Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 9.2k 26.00

More positions owned by Reuter James Wealth Management

Wal-Mart Stores (WMT)
Ishares Gold Tr Ishares New (IAU)
Exxon Mobil Corporation (XOM)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Energy Transfer Com Ut Ltd Ptn (ET)
Union Pacific Corporation (UNP)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr Gold Tr Gold Shs (GLD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Johnson & Johnson (JNJ)
Arthur J. Gallagher & Co. (AJG)
Medtronic SHS (MDT)

View all positions for Reuter James Wealth Management

Top funds holding Simplify Exchange Traded Fun

Wells Fargo & Company
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Astor Investment Management
LPL Financial
Peak Financial Advisors
Beacon Capital Management
Longview Financial Advisors
Altiora Financial Group
Atria Investments
AE Wealth Management
Financial Enhancement
Miracle Mile Advisors
Resources Investment Advisors

View all funds holding Simplify Exchange Traded Fun