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Simplify Exchange Traded Fun shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (KNRG) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth 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 Axxcess Wealth 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.8M 108k 25.71

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)

View all positions for Axxcess Wealth Management

Top funds holding Simplify Exchange Traded Fun

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

View all funds holding Simplify Exchange Traded Fun