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Simplify Exchange Traded Fun shares owned by Retirement Group

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

Historical chart of Retirement Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Retirement Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 27k 40.00

More positions owned by Retirement Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Chevron Corporation (CVX)
Caterpillar (CAT)
Vanguard Index Fds Value Etf (VTV)
Jefferies Finl Group (JEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Retirement Group

Top funds holding Simplify Exchange Traded Fun

Jane Street
AE Wealth Management
Commonwealth Equity Services
BCJ Capital Management
Citadel Advisors
Park Edge Advisors
Bank Of Montreal
Simplify Asset Management
Retirement Group
Centaurus Financial
Zazove Associates
Stratos Wealth Advisors
Professional Financial Advisors
Torno Capital
Advisory Services Network

View all funds holding Simplify Exchange Traded Fun