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Simplify Exchange Traded Fun shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MAXI) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $64k 2.3k 27.80
2025-06-30 $57k 1.9k 30.05
2024-12-31 $20k 743 26.73
2024-09-30 $8.0k 362 22.10

More positions owned by Advisor Group Holdings

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Advisor Group Holdings

Top funds holding Simplify Exchange Traded Fun

Wealth Enhancement Advisory Services
Summit Financial
Cambridge Advisors
Mid-American Wealth Advisory Group
CLS Investments
Napa Wealth Management
Advisor Group Holdings
Luminist Capital
Caitlin John
Parallel Advisors
CWM
Cape Investment Advisory
Royal Bank of Canada
AE Wealth Management
Simplex Trading

View all funds holding Simplify Exchange Traded Fun