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Simplify Exchange Traded Fun shares owned by VestGen Advisors

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

Historical chart of VestGen 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 VestGen 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 VestGen Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $321k 12k 27.97
2025-06-30 $249k 9.3k 26.74

More positions owned by VestGen Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Gaming & Leisure Pptys (GLPI)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Palantir Technologies Cl A (PLTR)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for VestGen 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