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Simplify Exchange Traded Fun shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 5.5k 37.77

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

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
Modern Wealth Management
CWM
IFP Advisors
Advisor Group Holdings
Aptus Capital Advisors
Morgan Stanley

View all funds holding Simplify Exchange Traded Fun