Transce3nd »

Simplify Exchange Traded Fun shares owned by Transce3nd

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (PFIX) shares owned by Transce3nd from 13F filings

Historical chart of Transce3nd investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Transce3nd 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 Transce3nd

Quarter filed Position value Share count Share price at filing
2025-06-30 $950 18 52.83
2025-03-31 $194 4 48.50
2024-12-31 $209 4 52.25

More positions owned by Transce3nd

Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Weitz Core Plus Income Fund Inst'l Class M (WCPBX)
Cibus C (CBUS)
Vanguard Federal Money Mkt Fund Investor Class MM (VMFXX)
Fullerthaler Behavioral Small-mid Core Equity Fd Inst'l Class M (FTSIX)
Vanguard Total Stock Market Vipers Etf (VTI)
St Spdr S&p Wld Xus Etf (SPDW)
Regan Capital Total Return Income Fund Institutional Class M (RCIRX)
Aqr Long-short Equity Fund Class I M (QLEIX)
River Canyon Total Return Bond Fund Inst'l Class M (RCTIX)
Oakmark Oakmark Fund Inst'l Class M (OANMX)
Blackrock Systematic Multi Strategy Fund Inst'l Class M (BIMBX)
Eaton Vance Global Macro Abs Ret Adv Fund Class I M (EGRIX)
J P Morgan Exchange-traded Etf (JEPI)

View all positions for Transce3nd

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