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Simplify Exchange Traded Fun shares owned by Resources Investment Advisors

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

Historical chart of Resources Investment 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 Resources Investment 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 Resources Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $16M 600k 26.22
2023-06-30 $15M 550k 27.31
2023-03-31 $9.4M 368k 25.58
2022-12-31 $6.7M 278k 24.25
2022-09-30 $1.4M 54k 26.45

More positions owned by Resources Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Em Ex St-owned (XSOE)

View all positions for Resources Investment Advisors

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