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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
2025-06-30 $202k 9.2k 21.99
2025-03-31 $254k 11k 23.21
2024-12-31 $290k 12k 24.50
2024-09-30 $270k 11k 24.60

More positions owned by Collaborative Wealth Managment

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust Nuveen Ice High (HYMB)
Spdr Series Trust Portfoli S&p1500 (SPTM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Global X Fds Us Pfd Etf (PFFD)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Old Mission Capital
Envestnet Asset Management
Legacy Wealth Managment
Matrix Trust
Altiora Financial Group
Drive Wealth Management
Advisor Group Holdings
UBS Group

View all funds holding Simplify Exchange Traded Fun