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Simplify Exchange Traded Fun shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPYC) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Richard W. Paul & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $947 22 43.05
2025-06-30 $911 22 41.41

More positions owned by Richard W. Paul & Associates

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)

View all positions for Richard W. Paul & Associates

Top funds holding Simplify Exchange Traded Fun

Austin Wealth Management
Integrated Wealth Concepts
Entrewealth
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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