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Simplify Exchange Traded Fun shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth 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 Carlton, Hoffferkamp & Jenks Wealth 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 Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $306k 14k 21.68
2024-06-30 $304k 14k 21.92
2024-03-31 $287k 14k 20.97
2023-12-31 $308k 14k 22.77

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Short Treas Bd (SHV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

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View all funds holding Simplify Exchange Traded Fun