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Simplify Exchange Traded Fun shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2025-03-31 $50k 930 53.50
2024-12-31 $49k 930 52.88

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Eli Lilly & Co Call Call Option (Principal) (LLY)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr S&p 500 Val Etf (IVE)
TJX Companies (TJX)
Meta Platforms Call Call Option (Principal) (META)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)

View all positions for Spectrum Wealth Counsel

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