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Simplify Exchange Traded Fun shares owned by Compass Financial Management

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

Historical chart of Compass Financial 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 Compass Financial 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.1k 199 20.38

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
GenTrust
Southern Farm Bureau Life Insurance
AE Wealth Management
HighTower Advisors
Mid-American Wealth Advisory Group
BCJ Capital Management
Ancora Advisors
Financial Enhancement
Lloyd Advisory Services
Ferguson Shapiro
Altfest L J & Co
Heck Capital Advisors
LPL Financial
Encompass More Asset Management

View all funds holding Simplify Exchange Traded Fun