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Simplify Exchange Traded Fun shares owned by Secured Retirement Advisors

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

Historical chart of Secured Retirement 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 Secured Retirement 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 Secured Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 47k 27.26
2025-09-30 $1.2M 45k 27.97
2025-06-30 $1.2M 46k 26.74
2025-03-31 $1.2M 41k 29.60

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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
Peak Financial Advisors
Assetmark
HighTower Advisors
CLS Investments
Envestnet Asset Management
Beacon Capital Management
Altiora Financial Group
Wiley Bros.-aintree Capital

View all funds holding Simplify Exchange Traded Fun