Private Advisor »

Simplify Exchange Traded Fun shares owned by Private Advisor

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HARD) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $654k 22k 30.20
2025-06-30 $792k 28k 28.11
2025-03-31 $901k 29k 31.07

More positions owned by Private Advisor

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Private Advisor

Top funds holding Simplify Exchange Traded Fun

Longview Financial Advisors
Mainstay Capital Management
Encompass More Asset Management
Park Edge Advisors
Change Path
Napa Wealth Management
Global View Capital Management
Private Advisor
Stratos Wealth Partners
Worth Asset Management
CLS Investments
Inspire Advisors
Hilltop Holdings
Envestnet Asset Management
Bluesphere Advisors

View all funds holding Simplify Exchange Traded Fun