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Simplify Exchange Traded Fun shares owned by CWC Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by CWC Advisors from 13F filings

Historical chart of CWC Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by CWC Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by CWC Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $306k 13k 22.99

More positions owned by CWC Advisors

Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Broadcom (AVGO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Affiliated Managers (AMG)
Goldman Sachs (GS)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Microsoft Corporation (MSFT)

View all positions for CWC Advisors

Top funds holding Simplify Exchange Traded Fun

Southern Farm Bureau Life Insurance
Hollencrest Securities
AE Wealth Management
Ferguson Shapiro
Aprio Wealth Management
Financial Enhancement
Mid-American Wealth Advisory Group
Ancora Advisors
Gladstone Institutional Advisory
Private Advisor
Lloyd Advisory Services
LPL Financial
Longview Financial Advisors
Evergreen Capital Management
WJ Interests

View all funds holding Simplify Exchange Traded Fun