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Simplify Exchange Traded Fun shares owned by Sound Income Strategies

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MAXI) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.6k 1.0k 9.59
2025-03-31 $6.0k 300 20.03

More positions owned by Sound Income Strategies

Hercules Capital Cef (HTGC)
Ares Capital Corp Cef (ARCC)
Golub Cap Bdc Cef (GBDC)
Sixth Street Specialty Lending Cef (TSLX)
Blue Owl Capital Corporation Cef (OBDC)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)
Blackstone Secd Lending Cef (BXSL)
Pennantpark Floating Rate Cap Cef (PFLT)
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)
Sound Enhanced Fixed Income Etf Etf (FXED)
Citigroup Stock (C)
Omnicom Group Stock (OMC)
Totalenergies Se Act Stock (TTE)
Simon Ppty Group Reit (SPG)

View all positions for Sound Income Strategies

Top funds holding Simplify Exchange Traded Fun

Authentikos Wealth Advisory
Jane Street
Marshall Financial Group
Cambridge Advisors
Mid-American Wealth Advisory Group
Mather Group
Luminist Capital
Advisor Group Holdings
Sound Income Strategies
MAI Wealth Advisors
Morgan Stanley
CWM
Royal Bank of Canada
Caitlin John
AE Wealth Management

View all funds holding Simplify Exchange Traded Fun