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Simplify Health Care Etf shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Simplify Health Care Etf (PINK) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Simplify Health Care Etf

Tip: Access up to 7 years of quarterly data

All positions including Simplify Health Care Etf held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Health Care Etf by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $264k 7.2k 36.60
2025-09-30 $131k 4.1k 31.71

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Simplify Health Care Etf

LPL Financial
Wealth Enhancement Advisory Services
WCG Wealth Advisors
Reuter James Wealth Management
HighTower Advisors
Gladstone Institutional Advisory
CIBC World Markets
Raymond James Financial
Lee, Danner & Bass
Copia Wealth Management
Thrivent Financial for Lutherans
Primoris Wealth Advisors
Stifel Financial
Summit Financial
Foundations Investment Advisors

View all funds holding Simplify Health Care Etf