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Simplify Exchange Traded Fun shares owned by Ethos Financial Group

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

Historical chart of Ethos 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 Ethos 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 Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 62k 33.47

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Schwab US Broad Market ETF Etf (SCHB)
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Schwab US Large Cap ETF Etf (SCHX)
Vanguard Total World Stock ETF Etf (VT)
Abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab US Large Cap Growth ETF Etf (SCHG)
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iShares 0-5 Year TIPS Bond ETF Etf (STIP)
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iShares Russell 1000 Growth ETF Etf (IWF)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)

View all positions for Ethos Financial Group

Top funds holding Simplify Exchange Traded Fun

HighTower Advisors
Wealth Enhancement Advisory Services
AE Wealth Management
Almanack Investment Partners
Austin Wealth Management
Ethos Financial Group
Commonwealth Equity Services
Ironsides Asset Advisors
Lloyd Advisory Services
Steward Partners Investment Advisory
Lakeview Capital Partners
Financial Enhancement
Old Mission Capital
Citadel Advisors
Howard Bailey Securities

View all funds holding Simplify Exchange Traded Fun