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Simplify Exchange Traded Fun shares owned by AG Asset Advisory

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (KNRG) shares owned by AG Asset Advisory from 13F filings

Historical chart of AG Asset Advisory investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by AG Asset Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.5M 295k 25.42

More positions owned by AG Asset Advisory

Meta Platforms Cl A (META)
Dimensional Etf Trust Us Equity Market (DFUS)
Simplify Exchange Traded Fun Kayne Anderson (KNRG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Kayne Anderson Bdc Com Shs (KBDC)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
PIMCO Corporate Income Fund (PCN)
PIMCO Corporate Opportunity Fund (PTY)
Kayne Anderson MLP Investment (KYN)
Amazon (AMZN)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for AG Asset Advisory

Top funds holding Simplify Exchange Traded Fun

Kayne Anderson Capital Advisors, L.p
AG Asset Advisory
Belpointe Asset Management
Raymond James Financial
Change Path
Magnus Financial Group
Kayne Anderson Rudnick Investment Management
Pekin, Singer Strauss Asset Management
United Capital Financial Advisers
HB Wealth Management
Accelerate Investment Advisors
Citadel Advisors
Exit Wealth Advisors
Steel Peak Wealth Management
CI Private Wealth

View all funds holding Simplify Exchange Traded Fun