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Simplify Exchange Traded Fun shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.9M 129k 30.22

More positions owned by Waterloo Capital

Wal-Mart Stores (WMT)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
State Street Spdr Portfolio S&p 500 Growth Etf State Street Spd (SPYG)
Fidelity Enhanced International Etf Enhanced Intl (FENI)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Dimensional Us Large Cap Value Etf Us Large Cap Val (DFLV)
NVIDIA Corporation (NVDA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus International Enhanced Yield Aptus Int Enh Yl (IDUB)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Ishares Msci Emerging Markets Ex China Etf Msci Emrg Chn (EMXC)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Aptus Defined Risk Etf Aptus Defined (DRSK)

View all positions for Waterloo Capital

Top funds holding Simplify Exchange Traded Fun

Bank of America Corporation
CWM
Boothe Investment Group
Concurrent Investment Advisors
Citigroup
Envestnet Asset Management
LPL Financial
Independence Wealth Advisors
AE Wealth Management
UBS Group
IAG Wealth Partners
HighTower Advisors
Altiora Financial Group
Assetmark
Pasadena Private Wealth

View all funds holding Simplify Exchange Traded Fun