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Simplify Exchange Traded Fun shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $564k 25k 23.02
2024-09-30 $640k 27k 23.45
2024-06-30 $725k 30k 24.30
2024-03-31 $725k 30k 24.40
2023-12-31 $810k 33k 24.56
2023-09-30 $562k 23k 24.88

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Tips Etf (SCHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for SRS Capital 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