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Simplify Exchange Traded Fun shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (QIS) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $77k 5.2k 14.84
2025-03-31 $426k 18k 23.21
2024-12-31 $287k 12k 24.50

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View all positions for Kestra Advisory Services

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Envestnet Asset Management
Legacy Wealth Managment
Matrix Trust
Jane Street
Kestra Advisory Services
Advisor Group Holdings
UBS Group

View all funds holding Simplify Exchange Traded Fun