Capital A Wealth Management »

Simplify Exchange Traded Fun shares owned by Capital A Wealth Management

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

Historical chart of Capital A 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 Capital A 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 Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $80 2 40.00

More positions owned by Capital A Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
PNC Financial Services (PNC)
Huntington Bancshares Incorporated (HBAN)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Capital A Wealth 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