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Simplify Exchange Traded Fun shares owned by Goss Wealth Management

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

Historical chart of Goss 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 Goss 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.8k 80 47.93
2025-09-30 $3.9k 80 48.18
2023-06-30 $8.4M 133k 62.78
2022-12-31 $0 0 0.00
2022-06-30 $7.5M 133k 56.47

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Broadcom Common Stock (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Walmart Common Stock (WMT)
Berkshire Hathaway Common Stock (BRK.B)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Common Stock (META)
Visa Common Stock (V)

View all positions for Goss Wealth Management

Top funds holding Simplify Exchange Traded Fun

BCJ Capital Management
Commonwealth Equity Services
Jane Street
Drum Hill Capital
Holcombe Financial
Advyzon Investment Management
LPL Financial
Hilltop Holdings
HighTower Advisors
Urban Wealth Management
Professional Financial Advisors
FSA Investment Group
Quadrature Capital
Mml Investors Services
Savvy Advisors

View all funds holding Simplify Exchange Traded Fun