Ball & Co Wealth Management »

Simplify Exchange Traded Fun shares owned by Ball & Co Wealth Management

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

Historical chart of Ball & Co 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 Ball & Co 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 Ball & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $97k 2.1k 45.80

More positions owned by Ball & Co Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Kraneshares Trust Hedgeye Hedged E (KSPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Alps Etf Tr Alerian Mlp (AMLP)
Amgen (AMGN)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Fidelity Covington Trust Enhanced Large (FELG)
Gilead Sciences (GILD)
Apple (AAPL)
Fidelity Covington Trust Enhanced Large (FELV)
Fidelity Covington Trust Enhanced Intl (FENI)
Abbvie (ABBV)

View all positions for Ball & Co Wealth Management

Top funds holding Simplify Exchange Traded Fun

Toroso Investments
PFG Advisors
LPL Financial
Drum Hill Capital
Thomas J. Herzfeld Advisors
Envestnet Asset Management
Goldman Sachs Group
Holcombe Financial
Commonwealth Equity Services
Hilltop Holdings
Point72 Asset Management
Belpointe Asset Management
Pekin, Singer Strauss Asset Management
Fortis Capital Advisors
HighTower Advisors

View all funds holding Simplify Exchange Traded Fun