Altfest L J & Co »

Simplify Exchange Traded Fun shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 132k 21.87
2023-12-31 $3.0M 130k 23.15
2023-09-30 $4.0M 185k 21.84

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Matthews Asia Fds Asia Innov Activ (MINV)
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Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QLD)
Vanguard World Comm Srvc Etf (VOX)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)

View all positions for Altfest L J & Co

Top funds holding Simplify Exchange Traded Fun

BCJ Capital Management
Financial Enhancement
Hollencrest Securities
Aprio Wealth Management
AE Wealth Management
Municipal Employees' Retirement System of Michigan
Proficio Capital Partners
Rockefeller Capital Management
New York State Common Retirement Fund
Southern Farm Bureau Life Insurance
Ancora Advisors
Simplify Asset Management
HighTower Advisors
Royal Bank of Canada
Oakmont Partners

View all funds holding Simplify Exchange Traded Fun