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Simplify Exchange Traded Fun shares owned by Upper Left Wealth Management

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

Historical chart of Upper Left Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Upper Left Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Upper Left Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 108k 27.97
2025-06-30 $2.7M 100k 26.74
2025-03-31 $3.6M 123k 29.60

More positions owned by Upper Left Wealth Management

Ishares Gold Tr Ishares New (IAU)
Spdr Series Trust Portfolio S&p500 (SPLG)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Bitcoin Trust Etf Shs Ben Int Call Option (IBIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Msci China Etf (MCHI)
Spdr Series Trust Bloomberg Intl T (BWX)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Upper Left Wealth Management

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