Integrated Wealth Concepts »

Simplify Exchange Traded Fun shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-06-30 $10M 280k 36.23
2024-03-31 $8.1M 230k 35.03
2023-09-30 $7.6M 273k 27.83
2023-06-30 $7.9M 270k 29.10
2023-03-31 $8.2M 304k 26.90
2022-12-31 $8.7M 343k 25.37

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Etf Aptus MF Closed and MF Open (ACIO)
Dimensional Us MF Closed and MF Open (DFAC)
Invesco Qqq MF Closed and MF Open (QQQ)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IUSB)
Schwab Us MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Simplify Exchange Traded Fun

Austin Wealth Management
Financial Enhancement
Commonwealth Equity Services
Integrated Wealth Concepts
Old Mission Capital
Wolverine Trading
Lakeview Capital Partners
Royal Bank of Canada
H D Vest Advisory Services
CWM
IFP Advisors
Aptus Capital Advisors
Morgan Stanley

View all funds holding Simplify Exchange Traded Fun