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Simplify Exchange Traded Fun shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HIGH) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 59k 24.40
2023-12-31 $1.3M 52k 24.56

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Efficient Cor (NTSX)

View all positions for Wealthcare Advisory Partners

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