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Simplify Exchange Traded Fun shares owned by Global Wealth Management Investment Advisory

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SBAR) shares owned by Global Wealth Management Investment Advisory from 13F filings

Historical chart of Global Wealth Management Investment Advisory investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Global Wealth Management Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Global Wealth Management Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $890k 35k 25.60

More positions owned by Global Wealth Management Investment Advisory

Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Bank of America Corporation (BAC)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)

View all positions for Global Wealth Management Investment Advisory

Top funds holding Simplify Exchange Traded Fun

Principal Securities
Bank of America Corporation
AE Wealth Management
Envestnet Asset Management
Private Client Services
Change Path
Elevated Capital Advisors
Prevail Innovative Wealth Advisors
Brookstone Capital Management
Key Capital Management
Strategic Blueprint
RiverTree Advisors
Howard Bailey Securities
Janney Montgomery Scott
Brookwood Investment Group

View all funds holding Simplify Exchange Traded Fun