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Simplify Exchange Traded Fun shares owned by Betterment

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPUC) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $246k 7.5k 33.02
2023-09-30 $223k 7.7k 29.14
2023-06-30 $237k 7.7k 30.74
2023-03-31 $223k 7.9k 28.07
2022-12-31 $434k 17k 26.25
2022-09-30 $407k 15k 26.54
2022-06-30 $407k 15k 26.54
2022-03-31 $362k 11k 32.55

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding Simplify Exchange Traded Fun

Wolverine Trading
Commonwealth Equity Services
Townsquare Capital
Cambridge Investment Research Advisors
Betterment
Advisor Group Holdings

View all funds holding Simplify Exchange Traded Fun