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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
2024-12-31 $274k 6.5k 42.36
2024-06-30 $276k 5.8k 47.85
2023-06-30 $559k 8.9k 62.78

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NVIDIA Corporation (NVDA)
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Apple (AAPL)
Microsoft Corporation (MSFT)
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Vanguard Index Fds Etf (VO)
SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL)
Amazon (AMZN)
Palantir Technologies (PLTR)

View all positions for Fortis Capital Advisors

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