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Simplify Exchange Traded Fun shares owned by Prosperity Wealth Management

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

Historical chart of Prosperity 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 Prosperity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 27k 42.71
2025-06-30 $788k 16k 48.62
2025-03-31 $823k 15k 53.50

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View all positions for Prosperity Wealth Management

Top funds holding Simplify Exchange Traded Fun

Jane Street
True Wealth Design
Fluent Financial
Simplify Asset Management
Prosperity Wealth Management
Mutual Advisors
Private Client Services
Intrepid Family Office
Mount Lucas Management Corporation
Principal Securities
Envestnet Asset Management
Old Mission Capital
GK Wealth Management
Cove Street Capital
Ancora Advisors

View all funds holding Simplify Exchange Traded Fun