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Simplify Exchange Traded Fun shares owned by Feltz Wealth PLAN

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

Historical chart of Feltz Wealth PLAN investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 168k 23.44
2024-06-30 $9.3M 382k 24.30
2024-03-31 $9.4M 385k 24.40

More positions owned by Feltz Wealth PLAN

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Div Grwth (DGRO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Vanguard Index Fds Total Stk Mkt (VTI)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Costco Wholesale Corporation (COST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Intl Div Grwth (IGRO)

View all positions for Feltz Wealth PLAN

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