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Simplify Exchange Traded Fun shares owned by Tradition Wealth Management

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

Historical chart of Tradition 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 Tradition 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 94k 24.54

More positions owned by Tradition Wealth Management

J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Specialized Funds Div App Etf (VIG)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Tradition Wealth Management

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