BCJ Capital Management »

Simplify Exchange Traded Fun shares owned by BCJ Capital Management

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

Historical chart of BCJ Capital 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 BCJ Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by BCJ Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $40M 1.7M 23.15
2023-09-30 $18M 818k 21.84
2023-06-30 $20M 892k 22.68
2023-03-31 $957k 38k 25.37

More positions owned by BCJ Capital Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for BCJ Capital Management

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
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
Peak Financial Advisors

View all funds holding Simplify Exchange Traded Fun