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Simplify Exchange Traded Fun shares owned by Advyzon Investment Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (PFIX) shares owned by Advyzon Investment Management from 13F filings

Historical chart of Advyzon Investment 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 Advyzon Investment 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 Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 62k 48.17
2025-06-30 $1.1M 21k 52.84

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View all positions for Advyzon Investment Management

Top funds holding Simplify Exchange Traded Fun

Thomas J. Herzfeld Advisors
Jane Street
Drum Hill Capital
Ausdal Financial Partners
Holcombe Financial
Envestnet Asset Management
Commonwealth Equity Services
Advyzon Investment Management
LPL Financial
Cetera Investment Advisers
Pekin, Singer Strauss Asset Management
H D Vest Advisory Services
Professional Financial Advisors
Stratos Wealth Advisors
FSA Investment Group

View all funds holding Simplify Exchange Traded Fun