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Simplify Exchange Traded Fun shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 59k 23.60
2023-09-30 $1.9M 69k 27.55
2023-06-30 $1.3M 53k 25.50
2023-03-31 $1.3M 54k 23.42
2022-12-31 $1.4M 53k 26.01

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

Top funds holding Simplify Exchange Traded Fun

Orion Portfolio Solutions
Clear Creek Financial Management
LPL Financial
Peak Financial Advisors
Longview Financial Advisors
Miracle Mile Advisors
Financial Enhancement
Simplify Asset Management
Envestnet Asset Management
New York Life Investment Management
Resources Investment Advisors
SFG Wealth Management
ORG Partners
Cambria Investment Management
Steward Partners Investment Advisory

View all funds holding Simplify Exchange Traded Fun