Urban Wealth Management »

Simplify Exchange Traded Fun shares owned by Urban Wealth Management

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

Historical chart of Urban 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 Urban Wealth Management 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 Urban Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 23k 47.93

More positions owned by Urban Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Microsoft Corporation (MSFT)
Strategy Gold Enhanced Et (GOLY)
CVS Caremark Corporation (CVS)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Infrastruc (IFRA)
Etfis Ser Tr I Virtus Infrcap (PFFA)
Flexshares Tr Iboxx 5yr Trgt (TDTF)

View all positions for Urban Wealth Management

Top funds holding Simplify Exchange Traded Fun

BCJ Capital Management
Commonwealth Equity Services
Jane Street
Drum Hill Capital
Holcombe Financial
LPL Financial
Hilltop Holdings
HighTower Advisors
Urban Wealth Management
Professional Financial Advisors
FSA Investment Group
Quadrature Capital
Mml Investors Services
Savvy Advisors
Napa Wealth Management

View all funds holding Simplify Exchange Traded Fun