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Simplify Exchange Traded Fun shares owned by LifeWealth Investments

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

Historical chart of LifeWealth Investments investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 4.7k 46.59
2025-06-30 $241k 5.4k 44.71

More positions owned by LifeWealth Investments

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Gold Tr Ishares New (IAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pimco Dynamic Income SHS (PDI)

View all positions for LifeWealth Investments

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Commonwealth Equity Services
Hilltop Holdings
AE Wealth Management
Old Mission Capital
Mml Investors Services
LifeWealth Investments
Advisor Group Holdings
Principal Securities
Quest 10 Wealth Builders
Networth Advisors
Noble Wealth Management PBC

View all funds holding Simplify Exchange Traded Fun