Simplify Exchange Traded Fun shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset 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 Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 55k | 21.87 |
| 2025-06-30 | $1.1M | 51k | 22.03 |
| 2025-03-31 | $2.9M | 132k | 21.97 |
| 2024-12-31 | $2.8M | 125k | 22.59 |
| 2024-09-30 | $2.9M | 125k | 22.99 |
| 2024-06-30 | $2.6M | 124k | 21.32 |
| 2024-03-31 | $2.6M | 120k | 21.87 |
| 2023-09-30 | $541k | 25k | 21.84 |
More positions owned by Belpointe Asset Management
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