Foundations Investment Advisors »

Simplify Exchange Traded Fun shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment 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 Foundations Investment Advisors 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 Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 9.0k 23.09

More positions owned by Foundations Investment Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Two Rds Shared Tr Anfield Us Equ (AESR)

View all positions for Foundations Investment Advisors

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
WealthPlan Investment Management
Beacon Capital Management
Principal Securities
Elevated Capital Advisors
POM Investment Strategies
LPL Financial
Envestnet Asset Management
Legacy Investment Solutions
Advisor Group Holdings
Feltz Wealth PLAN
Prevail Innovative Wealth Advisors
Stegent Equity Advisors
Encompass More Asset Management
Legacy Wealth Managment

View all funds holding Simplify Exchange Traded Fun