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Simplify Exchange Traded Fun shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SURI) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & 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 Global Wealth Strategies & 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 Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2k 133 16.68

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Vanguard S&p 500 Etf Etf (VOO)
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Invesco Nasdaq 100 Etf Etf (QQQM)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Barings Corporate Invs Cef (MCI)
Schwab Crypto Thematic Etf Etf (STCE)
Ishares Semiconductor Etf Etf (SOXX)
Columbia Multi-sector Municipal Income Etf Etf (MUST)

View all positions for Global Wealth Strategies & Associates

Top funds holding Simplify Exchange Traded Fun

Brookwood Investment Group
Pathstone Holdings
UBS Group
Global Wealth Strategies & Associates

View all funds holding Simplify Exchange Traded Fun