Advisor Group Holdings »

Simplify Exchange Traded Fun shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HIGH) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Advisor Group Holdings 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 Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 199k 23.45
2024-03-31 $2.7M 112k 24.40
2023-12-31 $6.5M 264k 24.57
2023-09-30 $534k 22k 24.88
2023-06-30 $91k 3.7k 25.03

More positions owned by Advisor Group Holdings

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Advisor Group Holdings

Top funds holding Simplify Exchange Traded Fun

Private Advisor
Wells Fargo & Company
WealthPlan Investment Management
Envestnet Asset Management
LPL Financial
3EDGE Asset Management
Astor Investment Management
Principal Securities
Arq Wealth Advisors
Advisor Group Holdings
Feltz Wealth PLAN
Orion Portfolio Solutions
Jane Street
Branch Banking & Trust Company
BlackDiamond Wealth Management

View all funds holding Simplify Exchange Traded Fun