Lakeview Capital Partners »

Simplify Exchange Traded Fun shares owned by Lakeview Capital Partners

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

Historical chart of Lakeview Capital Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Lakeview Capital Partners 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 Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $606k 20k 30.85
2023-09-30 $543k 20k 27.83
2023-06-30 $580k 20k 29.10
2023-03-31 $509k 19k 26.98
2022-12-31 $356k 13k 26.49
2022-06-30 $155k 5.8k 26.52
2022-03-31 $39k 1.2k 32.42
2021-12-31 $2.0k 70 28.57
2021-09-30 $2.0k 70 28.57
2021-06-30 $2.0k 70 28.57
2021-03-31 $2.0k 70 28.57

More positions owned by Lakeview Capital Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Biohaven (BHVN)
Amazon (AMZN)
Listed Fd Tr Shares Lag Cap (OVL)
Ishares Tr Short Treas Bd (SHV)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Lakeview Capital Partners

Top funds holding Simplify Exchange Traded Fun

Austin Wealth Management
Financial Enhancement
Commonwealth Equity Services
Wolverine Trading
Lakeview Capital Partners
Tradition Wealth Management
CWM
Advisor Group Holdings
IFP Advisors
UBS Group
Royal Bank of Canada

View all funds holding Simplify Exchange Traded Fun