Worth Asset Management »

Simplify Exchange Traded Fun shares owned by Worth Asset Management

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

Historical chart of Worth Asset 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 Worth Asset 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $480k 16k 29.61
2022-09-30 $3.0k 110 27.27

More positions owned by Worth Asset Management

Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Capital Group Core Balanced Etf Etf (CGBL)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Growth Etf Etf (VUG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Mega Cap Growth Etf Etf (MGK)
Apple Stock (AAPL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Pgim Ultra Short Bond Etf Etf (PULS)

View all positions for Worth Asset Management

Top funds holding Simplify Exchange Traded Fun

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

View all funds holding Simplify Exchange Traded Fun