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Simplify Exchange Traded Fun shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us 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 Rsm Us 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $629k 13k 48.17
2025-03-31 $456k 9.4k 48.46
2024-12-31 $673k 13k 52.24

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)

View all positions for Rsm Us Wealth Management

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