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Simplify Exchange Traded Fun shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 542k 23.45
2024-06-30 $17M 705k 24.30
2024-03-31 $16M 659k 24.40

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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Div Grwth (DGRO)
Wal-Mart Stores (WMT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Costco Wholesale Corporation (COST)
Casey's General Stores (CASY)
Abbvie (ABBV)
Vaneck Etf Trust Clo Etf (CLOI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for WealthPlan Investment Management

Top funds holding Simplify Exchange Traded Fun

Private Advisor
Wells Fargo & Company
WealthPlan Investment Management
Envestnet Asset Management
LPL Financial
3EDGE Asset Management
Astor Investment Management
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Arq Wealth Advisors
Advisor Group Holdings
Feltz Wealth PLAN
Orion Portfolio Solutions
Jane Street
Branch Banking & Trust Company
BlackDiamond Wealth Management

View all funds holding Simplify Exchange Traded Fun