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Simplify Exchange Traded Fun shares owned by Atomi Financial Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 43k 39.51
2025-06-30 $2.3M 61k 38.02
2025-03-31 $1.9M 62k 30.93
2024-12-31 $1.5M 45k 33.37

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Apple Put Option (AAPL)
Coinbase Global Com Cl A (COIN)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Intl Eqty Factor (INTF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Robinhood Mkts Com Cl A (HOOD)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation Put Option (MSFT)
Meta Platforms Cl A (META)
Ishares Tr U S Equity Factr (LRGF)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Atomi Financial Group

Top funds holding Simplify Exchange Traded Fun

Commonwealth Equity Services
Authentikos Wealth Advisory
AE Wealth Management
Evolution Wealth Management
Ironsides Asset Advisors
Austin Wealth Management
Lloyd Advisory Services
Atomi Financial Group
Steward Partners Investment Advisory
LPL Financial
B.O.S.S. Retirement Advisors
CWM
Park Edge Advisors
Wealth Enhancement Advisory Services
Fiduciary Alliance

View all funds holding Simplify Exchange Traded Fun