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Simplify Exchange Traded Fun shares owned by Stratos Wealth Advisors

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

Historical chart of Stratos Wealth 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 Stratos Wealth 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 Stratos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 9.2k 27.97
2025-06-30 $754k 28k 26.74
2025-03-31 $1.8M 62k 29.60

More positions owned by Stratos Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Portfli Intrmdit (SPTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Stratos Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
AE Wealth Management
LPL Financial
IAG Wealth Partners
Envestnet Asset Management
Private Advisor
Peak Financial Advisors
HighTower Advisors
CLS Investments
New York Life Investment Management
Beacon Capital Management
Altiora Financial Group
Beacon Capital Management

View all funds holding Simplify Exchange Traded Fun