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Simplify Exchange Traded Fun shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 108k 27.97
2025-06-30 $951k 36k 26.74

More positions owned by Western Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
Apple Common Stock (AAPL)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Nvidia Corp Common Stock (NVDA)
Spdr Portfolio MF Closed and MF Open (SPLG)
Berkshire Hathaway Common Stock (BRK.B)
Microsoft Corp Common Stock (MSFT)
Capital Group MF Closed and MF Open (CGDV)
Spdr Portfolio MF Closed and MF Open (SPYG)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares S&p MF Closed and MF Open (IVW)
First Trust MF Closed and MF Open (SDVY)
Spdr Portfolio MF Closed and MF Open (SPYV)
Broadcom Common Stock (AVGO)

View all positions for Western Wealth Management

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