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Simplify Exchange Traded Fun shares owned by AE Wealth Management

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

Historical chart of AE 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 AE Wealth 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 77k 47.53
2022-09-30 $1.5M 22k 68.18

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Tp200 Vl Etf (IWX)

View all positions for AE Wealth Management

Top funds holding Simplify Exchange Traded Fun

Jane Street
AE Wealth Management
Commonwealth Equity Services
BCJ Capital Management
Citadel Advisors
Park Edge Advisors
Bank Of Montreal
Simplify Asset Management
Retirement Group
Centaurus Financial
Zazove Associates
Stratos Wealth Advisors
Professional Financial Advisors
Torno Capital
Advisory Services Network

View all funds holding Simplify Exchange Traded Fun