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Simplify Exchange Traded Fun shares owned by Fortis Capital Advisors

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

Historical chart of Fortis Capital Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $276k 5.8k 47.85
2023-06-30 $559k 8.9k 62.78

More positions owned by Fortis Capital Advisors

Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Spdr Bloomberg 1 3 Month T Bill Etf Etf (BIL)
Amazon (AMZN)
Facebook Inc cl a (META)
Crowdstrike Hldgs Inc cl a (CRWD)
Tesla Motors (TSLA)
Alphabet Inc Class C cs (GOOG)
Costco Wholesale Corporation (COST)
Select Sector Spdr Trust The Technology Select Sector Spdr Fund Etf (XLK)
Netflix (NFLX)
Advanced Micro Devices (AMD)

View all positions for Fortis Capital Advisors

Top funds holding Simplify Exchange Traded Fun

Jane Street
Ferguson Shapiro
Pekin, Singer Strauss Asset Management
Commonwealth Equity Services
Altiora Financial Group
Stratos Wealth Advisors
Professional Financial Advisors
Hilltop Holdings
Park Edge Advisors
Integrated Wealth Concepts
IFP Advisors
Global Endowment Management
Goldman Sachs Group
Sanctuary Advisors
Belpointe Asset Management

View all funds holding Simplify Exchange Traded Fun