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
2024-09-30 $1.2M 45k 26.00
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 S&p 500 Grwt Etf (IVW)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Finls Etf (IYF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Tr S&p Mc 400gr Etf (IJK)
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

Wells Fargo & Company
Orion Portfolio Solutions
Envestnet Asset Management
Clear Creek Financial Management
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