Sharp Financial Services »

Simplify Exchange Traded Fun shares owned by Sharp Financial Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Sharp Financial Services from 13F filings

Historical chart of Sharp Financial Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Sharp Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Sharp Financial Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 42k 26.92

More positions owned by Sharp Financial Services

Ishares Tr Dow Jones Us Etf (IYY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Tr Us Industrials (IYJ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr U.s. Utilits Etf (IDU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Exxon Mobil Corporation (XOM)

View all positions for Sharp Financial Services

Top funds holding Simplify Exchange Traded Fun

Clear Creek Financial Management
Astor Investment Management
Peak Financial Advisors
LPL Financial
Beacon Capital Management
Longview Financial Advisors
Atria Investments
Financial Enhancement
Miracle Mile Advisors
Simplify Asset Management
Envestnet Asset Management
Legacy Capital Group California
New York Life Investment Management
Resources Investment Advisors
Andina Capital Management

View all funds holding Simplify Exchange Traded Fun