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Simplify Exchange Traded Fun shares owned by Theory Financial

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

Historical chart of Theory Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Theory Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.6M 197k 28.52
2025-03-31 $2.4M 81k 29.60

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr State Street Com (XLC)
Vanguard World Financials Etf (VFH)
Ishares Tr Mbs Etf (MBB)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Dbx Etf Tr Xtrack Usd High (HYLB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Simplify Exchange Traded Fun Managed Futures (CTA)

View all positions for Theory Financial

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
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AE Wealth Management
Independence Wealth Advisors
IAG Wealth Partners
Peak Financial Advisors
Assetmark
HighTower Advisors
CLS Investments
Envestnet Asset Management
Beacon Capital Management
Altiora Financial Group
Wiley Bros.-aintree Capital

View all funds holding Simplify Exchange Traded Fun