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Simplify Exchange Traded Fun shares owned by WCG Wealth Advisors

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

Historical chart of WCG 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 WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $416k 15k 27.26
2025-03-31 $444k 15k 29.60

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Amazon (AMZN)
Dbx Etf Tr Xtrackers Us Nat (CRTC)
Microsoft Corporation (MSFT)
Dbx Etf Tr Xtrackers S&p (SNPE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for WCG Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

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

View all funds holding Simplify Exchange Traded Fun