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Simplify Exchange Traded Fun shares owned by Millington Financial Advisors

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

Historical chart of Millington Financial 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 Millington Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Millington Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $665k 26k 25.95

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Spdr Series Trust State Street Spd (SPYG)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Etf Ser Solutions Defiance Quantum (QTUM)
Spdr Series Trust State Street Spd (SPSM)
Global X Fds Defense Tech Etf (SHLD)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Calamos Etf Tr Autocallable Inc (CAIE)
NVIDIA Corporation (NVDA)
Mueller Industries (MLI)
Quanta Services (PWR)
Stonex Group (SNEX)

View all positions for Millington Financial Advisors

Top funds holding Simplify Exchange Traded Fun

Principal Securities
AE Wealth Management
Mid-American Wealth Advisory Group
Change Path
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