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Simplify Exchange Traded Fun shares owned by Elevated Capital Advisors

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

Historical chart of Elevated Capital 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 Elevated Capital 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 Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $591k 18k 33.37
2024-09-30 $468k 14k 33.47
2024-06-30 $245k 7.6k 32.32

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View all positions for Elevated Capital Advisors

Top funds holding Simplify Exchange Traded Fun

Sollinda Capital Management
HighTower Advisors
Ridgepath Capital Management
Axxcess Wealth Management
Wealth Enhancement Advisory Services
Ethos Financial Group
AE Wealth Management
Almanack Investment Partners
Commonwealth Equity Services
Austin Wealth Management
Ironsides Asset Advisors
Lloyd Advisory Services
Atomi Financial Group
Steward Partners Investment Advisory
B.O.S.S. Retirement Advisors

View all funds holding Simplify Exchange Traded Fun