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Simplify Exchange Traded Fun shares owned by Holcombe Financial

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (PFIX) shares owned by Holcombe Financial from 13F filings

Historical chart of Holcombe Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Holcombe Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 86k 48.17
2025-06-30 $4.4M 84k 52.84
2025-03-31 $1.7M 36k 48.46
2024-12-31 $1.9M 37k 52.34

More positions owned by Holcombe Financial

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Apple (AAPL)
Listed Fds Tr Overlay Shares (OVLH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Listed Fds Tr Overlay Shs Shrt (OVT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Doubleline Etf Trust Commercial Real (DCRE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Simplify Exchange Traded Fun Simplify Interst (PFIX)
Flexshares Tr Intl Qltdv Idx (IQDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Montrose Environmental Group (MEG)

View all positions for Holcombe Financial

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