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Simplify Exchange Traded Fun shares owned by Iams Wealth Management

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

Historical chart of Iams 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 Iams 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 45k 24.54

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Core Investment (FTCB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Amazon (AMZN)
United Parcel Svcs CL B (UPS)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)

View all positions for Iams Wealth Management

Top funds holding Simplify Exchange Traded Fun

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Global View Capital Management
Key Capital Management
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RiverTree Advisors
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View all funds holding Simplify Exchange Traded Fun