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Simplify Exchange Traded Fun shares owned by Gradient Investments

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (FOXY) shares owned by Gradient Investments from 13F filings

Historical chart of Gradient Investments investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Gradient Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $35M 1.2M 29.79

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Spdr Series Trust St Str P500etf (SPYM)
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Doubleline Etf Trust Mortgage Etf (DMBS)
Apple (AAPL)
Amazon (AMZN)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Alphabet Cap Stk Cl C (GOOG)
Janus Detroit Str Tr Henderson Mtg (JMBS)
World Gold Tr Spdr Gld Minis (GLDM)
Aim Etf Products Trust Allianzim Us Equ (SEPU)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares U S Etf Tr U.s. Tech Indepd (IETC)

View all positions for Gradient Investments

Top funds holding Simplify Exchange Traded Fun

Gradient Investments
AE Wealth Management
Bnp Paribas Arbitrage, Snc
Bank of America Corporation
Elevated Capital Advisors
Citigroup
Principal Securities
Key Capital Management
Encompass More Asset Management
Park Edge Advisors
Change Path
Howard Bailey Securities
B.O.S.S. Retirement Advisors
Envestnet Asset Management
Pekin, Singer Strauss Asset Management

View all funds holding Simplify Exchange Traded Fun