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Simplify Exchange Traded Fun shares owned by Entrewealth

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

Historical chart of Entrewealth investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Entrewealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.4M 219k 42.86
2025-06-30 $8.2M 199k 41.32
2025-03-31 $6.3M 183k 34.45
2024-12-31 $6.2M 166k 37.43

More positions owned by Entrewealth

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
World Gold Tr Spdr Gld Minis (GLDM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
T Rowe Price Etf Ultra Shrt Trm (TBUX)

View all positions for Entrewealth

Top funds holding Simplify Exchange Traded Fun

Austin Wealth Management
Integrated Wealth Concepts
Entrewealth
AE Wealth Management
LPL Financial
Commonwealth Equity Services
Evolution Wealth Management
Lloyd Advisory Services
Financial Enhancement
B.O.S.S. Retirement Advisors
Mercer Global Advisors
CWM
Fiduciary Alliance
Citadel Advisors
Howard Bailey Securities

View all funds holding Simplify Exchange Traded Fun