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Simplify Exchange Traded Fun shares owned by SFG Wealth Management

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

Historical chart of SFG 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 SFG 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 SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 48k 26.00
2024-06-30 $1.4M 51k 26.92

More positions owned by SFG Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ge Aerospace Com New (GE)
Spdr Ser Tr Nyse Tech Etf (XNTK)

View all positions for SFG Wealth Management

Top funds holding Simplify Exchange Traded Fun

Wells Fargo & Company
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Atria Investments
AE Wealth Management
Financial Enhancement
Miracle Mile Advisors
Resources Investment Advisors

View all funds holding Simplify Exchange Traded Fun