Napa Wealth Management »

Simplify Exchange Traded Fun shares owned by Napa Wealth Management

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

Historical chart of Napa 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 Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 8.2k 27.80
2025-03-31 $1.3M 66k 20.03
2024-12-31 $1.6M 58k 26.73
2024-09-30 $447k 20k 22.10

More positions owned by Napa Wealth Management

Pacer Fds Tr Wealthshield (PWS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Series Portfolios Tr Adaptiv Select (ADPV)
Tidal Trust I Unlimited Hfeq E
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Tidal Trust I Unlimited Hfgm (HFGM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Bridges Cap Tact (BDGS)
Pacer Fds Tr Trendpilot Fd (TRND)
NVIDIA Corporation (NVDA)
Global X Fds Bitcoin Trend St (BTRN)

View all positions for Napa Wealth Management

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