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Simplify Exchange Traded Fun shares owned by Capital Investment Advisory Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) shares owned by Capital Investment Advisory Services from 13F filings

Historical chart of Capital Investment Advisory Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Capital Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Capital Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 44k 31.09
2023-12-31 $232k 8.1k 28.74
2023-09-30 $211k 8.1k 26.22

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NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Capital Investment Advisory Services

Top funds holding Simplify Exchange Traded Fun

Sollinda Capital Management
Axxcess Wealth Management
AE Wealth Management
Wealth Enhancement Advisory Services
Almanack Investment Partners
Austin Wealth Management
Wells Fargo & Company
Lakeview Capital Partners
Capital Investment Advisory Services
Steward Partners Investment Advisory
Ironsides Asset Advisors
Dynamic Advisors Solutions
Insigneo Advisory Services
Gts Securities
Financial Enhancement

View all funds holding Simplify Exchange Traded Fun