Wealth Enhancement Trust Services »

Simplify Exchange Traded Fun shares owned by Wealth Enhancement Trust Services

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

Historical chart of Wealth Enhancement Trust Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Wealth Enhancement Trust Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Wealth Enhancement Trust Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 55k 27.26

More positions owned by Wealth Enhancement Trust Services

Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Trust Services

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
AE Wealth Management
Independence Wealth Advisors
LPL Financial
IAG Wealth Partners
Envestnet Asset Management
Private Advisor
Peak Financial Advisors
HighTower Advisors
Assetmark
CLS Investments
New York Life Investment Management
Beacon Capital Management

View all funds holding Simplify Exchange Traded Fun