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Simplify Exchange Traded Fun shares owned by Comprehensive Money Management Services

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

Historical chart of Comprehensive Money Management Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Comprehensive Money Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Comprehensive Money Management Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 4.3k 48.17
2025-06-30 $225k 4.3k 52.84
2025-03-31 $201k 4.1k 48.46

More positions owned by Comprehensive Money Management Services

Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard World Utilities Etf (VPU)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Tips Etf (SCHP)
Weyerhaeuser Co Mtn Be Com New (WY)
Kinder Morgan (KMI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Comprehensive Money Management Services

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