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Simplify Exchange Traded Fun shares owned by Panoramic Investment Advisors

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

Historical chart of Panoramic 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 Panoramic Investment 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 Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $243k 11k 23.02
2024-09-30 $236k 10k 23.45

More positions owned by Panoramic Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Panoramic Investment Advisors

Top funds holding Simplify Exchange Traded Fun

Wells Fargo & Company
AE Wealth Management
Envestnet Asset Management
WealthPlan Investment Management
UBS Group
LPL Financial
Astor Investment Management
Principal Securities
Beacon Capital Management
Advisor Group Holdings
JT Stratford
Feltz Wealth PLAN
BlackDiamond Wealth Management
Orion Portfolio Solutions
Private Advisor

View all funds holding Simplify Exchange Traded Fun