Who owns SIMPLIFY EXCHANGE TRADED FUN?
- CUSIP Number: 82889n780
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Simplify Asset Management | 3.5M | $711k | 100% | Dec 2023 |
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| Commonwealth Equity Services | 319k | $65k | 31% | Dec 2023 |
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| Wealthsource Partners | 167k | $34k | -15% | Dec 2023 |
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| AE Wealth Management | 137k | $10k | 726% | Dec 2023 |
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| Two Sigma Securities | 46k | $9.2k | 100% | Dec 2023 |
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| H D Vest Advisory Services | 30k | $6.0k | 64% | Dec 2023 |
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| UBS Group | 24k | $4.9k | 100% | Dec 2023 |
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| Peter B. Cannell & Co | 21k | $4.3k | 0% | Dec 2023 |
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| Koshinski Asset Management | 20k | $4.1k | 100% | Dec 2023 |
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| Smith Shellnut Wilson | 11k | $2.2k | 100% | Dec 2023 |
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| Parallel Advisors | 2.0k | $406.000000 | 100% | Dec 2023 |
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| Tucker Asset Management | 100.00 | $20.000000 | 100% | Dec 2023 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Strata Wealth Advisors | Dec 2023 | 134k | $27k |
| Austin Wealth Management | Sep 2023 | 45k | $28k |
| Mid-American Wealth Advisory Group | Dec 2023 | 23k | $4.6k |
| Arete Wealth Advisors | Sep 2023 | 10k | $53k |
| Advisor Group Holdings | Sep 2023 | 1.5k | $8.0k |
| Lee Financial | Sep 2023 | 1.2k | $6.4k |
| Authentikos Wealth Advisory | Sep 2023 | 899.00 | $4.8k |