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Simplify Exchange Traded Fun shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (QIS) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $270k 11k 24.60

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
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Global X Fds Us Pfd Etf (PFFD)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
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Wisdomtree Tr Floatng Rat Trea (USFR)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

Top funds holding Simplify Exchange Traded Fun

Kim
Simplify Asset Management
Jane Street
Legacy Investment Solutions
Legacy Wealth Managment
Richard P Slaughter Associates
H D Vest Advisory Services
Napa Wealth Management
Collaborative Wealth Managment
Advisor Group Holdings
Twelve Points Wealth Management
Hobbs Group Advisors
Matrix Trust

View all funds holding Simplify Exchange Traded Fun