SRS Capital Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $810k 33k 24.56
2023-09-30 $562k 23k 24.88

More positions owned by SRS Capital Advisors

Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for SRS Capital 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