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Simplify Exchange Traded Fun shares owned by Summit Financial

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MAXI) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $613k 22k 27.80

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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