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Simplify Exchange Traded Fun shares owned by Arq Wealth Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HIGH) shares owned by Arq Wealth Advisors from 13F filings

Historical chart of Arq Wealth Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Arq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 225k 23.53
2024-06-30 $5.3M 218k 24.30
2024-03-31 $5.2M 212k 24.40

More positions owned by Arq Wealth Advisors

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Mega Cap Val Etf (MGV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for Arq Wealth Advisors

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