Lifeworks Advisors »

Simplify Exchange Traded Fun shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Lifeworks Advisors 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $643k 25k 25.60

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Dell Technologies CL C (DELL)
Seagate Technology Hldngs Pl Ord Shs (STX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Mbs Etf (MBB)
Ishares Gold Tr Ishares New (IAU)
Corning Incorporated (GLW)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Hewlett Packard Enterprise (HPE)
Jabil Circuit (JBL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Lifeworks Advisors

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
Howard Bailey Securities
Janney Montgomery Scott
Brookwood Investment Group
Hrt Financial

View all funds holding Simplify Exchange Traded Fun