Triton Wealth Management, P »

Simplify shares owned by Triton Wealth Management, P

Quarter-by-quarter ownership of Simplify (CTAP) shares owned by Triton Wealth Management, P from 13F filings

Historical chart of Triton Wealth Management, P investment in Simplify

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All positions including Simplify held by Triton Wealth Management, P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify by Triton Wealth Management, P

Quarter filed Position value Share count Share price at filing
2026-03-31 $492k 19k 26.59

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View all positions for Triton Wealth Management, P

Top funds holding Simplify

Mather Group
Simplify Asset Management
Professional Financial Advisors
Commonwealth Equity Services
Wedbush Morgan Securities
Pekin, Singer Strauss Asset Management
Triton Wealth Management, P
Magnolia Private Wealth
Zions Bancorporation, National Association
AE Wealth Management
Deane Retirement Strategies

View all funds holding Simplify