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Simplify Exchange Traded Fun shares owned by Professional Financial Advisors

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

Historical chart of Professional 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 Professional 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 Professional Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 58k 24.54

More positions owned by Professional Financial Advisors

Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core Us Aggbd Et (AGG)
Wisdomtree Tr Us Efficient Cor (NTSX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)
Wisdomtree Tr Internationl Efi (NTSI)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Series Trust State Street Spd (MMTM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Professional Financial Advisors

Top funds holding Simplify Exchange Traded Fun

Bank of America Corporation
Principal Securities
AE Wealth Management
Envestnet Asset Management
Mid-American Wealth Advisory Group
Change Path
Elevated Capital Advisors
Prevail Innovative Wealth Advisors
Prime Capital Investment Advisors
Brookstone Capital Management
Global View Capital Management
Key Capital Management
Strategic Blueprint
RiverTree Advisors
Howard Bailey Securities

View all funds holding Simplify Exchange Traded Fun