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Simplify Exchange Traded Fun shares owned by Brookstone Capital Management

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

Historical chart of Brookstone 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 Brookstone Capital 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 Brookstone Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 13k 21.87
2025-06-30 $414k 19k 22.03
2024-09-30 $279k 12k 22.99
2023-12-31 $333k 14k 23.15

More positions owned by Brookstone Capital Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Northern Lts Fd Tr Iv Brookstone Grwth (BAMG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Northern Lts Fd Tr Iv Brookstone Divid (BAMD)
Northern Lts Fd Tr Iv Brookstone Value (BAMV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Brookstone Capital Management

Top funds holding Simplify Exchange Traded Fun

Southern Farm Bureau Life Insurance
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Reuter James Wealth Management
Mid-American Wealth Advisory Group
Altfest L J & Co
Ancora Advisors
Lloyd Advisory Services
Park Edge Advisors
LPL Financial
Evergreen Capital Management
Magnolia Private Wealth
Authentikos Wealth Advisory
Aprio Wealth Management
Heck Capital Advisors

View all funds holding Simplify Exchange Traded Fun