Thomas J. Herzfeld Advisors »

Simplify Exchange Traded Fun shares owned by Thomas J. Herzfeld Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (PFIX) shares owned by Thomas J. Herzfeld Advisors from 13F filings

Historical chart of Thomas J. Herzfeld 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 Thomas J. Herzfeld Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Thomas J. Herzfeld Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2M 192k 48.17
2025-03-31 $2.5M 52k 48.46
2024-12-31 $2.8M 53k 52.34

More positions owned by Thomas J. Herzfeld Advisors

PIMCO Dynamic Income Strategy Fund Com Sh Ben Int (PDX)
Highland Floating Rate Opportunities Fund Shs Ben Int (HFRO)
Saba Capital Income & Opportun (SABA)
Herzfeld Caribbean Basin (HERZ)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Nuveen Floating Rate Income Fund (JFR)
Brookfield Real Assets Incom Shs Ben Int (RA)
Simplify Exchange Traded Fun Simplify Interst (PFIX)
Saba Capital Income & Opport Shs New (BRW)
ASA Gold and Precious Metals SHS (ASA)
PIMCO Access Income Fund Shs Benfin Int (PAXS)
Boulder Growth & Income Fund (STEW)
Fs Global Cr Opportunitie Fda (FSCO)
Flaherty & Crumrine/Claymore Preferred S (FFC)
Neuberger Brman Next Genera Common Stock (NBXG)

View all positions for Thomas J. Herzfeld 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