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Simplify Exchange Traded Fun shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 43k 26.92
2023-06-30 $5.0k 198 25.50

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
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Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Steward Partners Investment Advisory

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