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Simplify Exchange Traded Fun shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 8.3k 26.16
2025-09-30 $259k 9.9k 26.26
2025-06-30 $161k 6.1k 26.22

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Simplify Exchange Traded Fun Ancorato Target (XXV)
Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Oracle Corporation (ORCL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Eagle Pt Cr (ECC)
Fs Kkr Capital Corp (FSK)
Proshares Tr Bitcoin Etf (BITO)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)

View all positions for Legacy Wealth Managment

Top funds holding Simplify Exchange Traded Fun

Principal Securities
AE Wealth Management
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Envestnet Asset Management
Elevated Capital Advisors
Brookstone Capital Management
POM Investment Strategies
Prevail Innovative Wealth Advisors
Strategic Blueprint
Key Capital Management
Brookwood Investment Group
Beacon Capital Management
Park Edge Advisors
Owen LaRue

View all funds holding Simplify Exchange Traded Fun