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Simplify Exchange Traded Fun shares owned by Roman Butler Fullerton & Co

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Roman Butler Fullerton & Co from 13F filings

Historical chart of Roman Butler Fullerton & Co investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Roman Butler Fullerton & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Roman Butler Fullerton & Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $591k 22k 26.58

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Top funds holding Simplify Exchange Traded Fun

Bank of America Corporation
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Envestnet Asset Management
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Assetmark
Deane Retirement Strategies
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View all funds holding Simplify Exchange Traded Fun