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Simplify Exchange Traded Fun shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.7M 27k 62.89

More positions owned by Triad Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
NVIDIA Corporation Put Option (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Spdr Series Trust St Sho Treas Etf (SPTS)
Blackrock Etf Trust Isha I In Te Etf (BAI)
First Tr Exchange-traded Vest Laddered (ACYN)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Isha Us Them Etf (THRO)

View all positions for Triad Wealth Partners

Top funds holding Simplify Exchange Traded Fun

Jane Street
Pekin, Singer Strauss Asset Management
Drum Hill Capital
Citadel Advisors
Gts Securities
Holcombe Financial
Ausdal Financial Partners
Advyzon Investment Management
Commonwealth Equity Services
FSA Investment Group
Thor Trading Advisors
Oppenheimer & Co
Triad Wealth Partners
R.P. Boggs & Co. Wealth Mangement
HighTower Advisors

View all funds holding Simplify Exchange Traded Fun