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Simplify Exchange Traded Fun shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook 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 Outlook 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 Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $202k 8.3k 24.40
2023-12-31 $550k 22k 24.56

More positions owned by Outlook Wealth Advisors

Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Spdr Ser Tr Bloomberg Invt (FLRN)
Stewart Information Services Corporation (STC)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Outlook Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

Wells Fargo & Company
Private Advisor
Richard P Slaughter Associates
Astor Investment Management
Advisor Group Holdings
Peak Financial Advisors
AE Wealth Management
Flagship Harbor Advisors
Jane Street
Orion Portfolio Solutions
Branch Banking & Trust Company
3EDGE Asset Management
Simplify Asset Management
Propel Bio Management
BlackDiamond Wealth Management

View all funds holding Simplify Exchange Traded Fun