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Simplify Exchange Traded Fun shares owned by Anchor Investment Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Anchor Investment Management from 13F filings

Historical chart of Anchor Investment 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 Anchor Investment 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 Anchor Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $451k 20k 22.99
2024-06-30 $369k 17k 21.32
2024-03-31 $343k 16k 21.87

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Abbvie Stock (ABBV)
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Vanguard Information Technology Etf Etf (VGT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
First Ctzns Bancshares Inc N C Cl A Stock (FCNCA)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Johnson & Johnson Stock (JNJ)

View all positions for Anchor Investment Management

Top funds holding Simplify Exchange Traded Fun

Hollencrest Securities
Ferguson Shapiro
AE Wealth Management
Aprio Wealth Management
Ancora Advisors
Gladstone Institutional Advisory
HighTower Advisors
Private Advisor
Mid-American Wealth Advisory Group
Lloyd Advisory Services
LPL Financial
Longview Financial Advisors
Rockefeller Capital Management
Schroder Investment Management Group
WJ Interests

View all funds holding Simplify Exchange Traded Fun