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Simplify Exchange Traded Fun shares owned by Mosley Wealth Management

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

Historical chart of Mosley 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 Mosley 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 Mosley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $499k 19k 26.20

More positions owned by Mosley Wealth Management

Jpmorgan Equity Premium Income Etf Etf (JEPI)
Spdr Ssga U.s. Sector Rotation Etf Etf (XLSR)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Nvidia Corporation Stock (NVDA)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Mosley Wealth Management

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
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Key Capital Management
Brookwood Investment Group
Beacon Capital Management
Park Edge Advisors
Owen LaRue

View all funds holding Simplify Exchange Traded Fun