Fiduciary Alliance »

Simplify Exchange Traded Fun shares owned by Fiduciary Alliance

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SBAR) shares owned by Fiduciary Alliance from 13F filings

Historical chart of Fiduciary Alliance investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Fiduciary Alliance

Quarter filed Position value Share count Share price at filing
2026-09-30 $559k 22k 25.35

More positions owned by Fiduciary Alliance

Apple Stock (AAPL)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Microsoft Stock (MSFT)
Nvidia Corporation Stock (NVDA)
SPDR S&P World ex-US Etf (SPDW)
iShares S&P Small Cap ETF Etf (IJR)
JPMorgan Chase Stock (JPM)
Amazon Stock (AMZN)
State Street Spdr S&p 500 Etf Etf (SPY)
Schwab U.S. Large-Cap Growth Etf (SCHG)
Johnson & Johnson Stock (JNJ)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet CL A Stock (GOOGL)
Taiwan Semiconductor Adr (TSM)
Inspire International Etf Etf (WWJD)

View all positions for Fiduciary Alliance

Top funds holding Simplify Exchange Traded Fun

Bank of America Corporation
Bnp Paribas Arbitrage, Snc
Principal Securities
AE Wealth Management
Envestnet Asset Management
Change Path
Private Client Services
Brookstone Capital Management
Elevated Capital Advisors
Key Capital Management
Strategic Blueprint
Crusonia Wealth Advisors
Howard Bailey Securities
Park Edge Advisors
Janney Montgomery Scott

View all funds holding Simplify Exchange Traded Fun