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Simplify Exchange Traded Fun shares owned by Evoke Wealth

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

Historical chart of Evoke Wealth investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Evoke Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $697k 33k 21.10

More positions owned by Evoke Wealth

World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Flexshares Tr Mornstar Upstr (GUNR)
Tidal Trust I Rpar Risk Pari (RPAR)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Evoke Wealth

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Southern Farm Bureau Life Insurance
GenTrust
AE Wealth Management
Mid-American Wealth Advisory Group
HighTower Advisors
Ancora Advisors
Financial Enhancement
LPL Financial
Ferguson Shapiro
Altfest L J & Co
Heck Capital Advisors
Park Edge Advisors
Broussard Financial Group
Magnolia Private Wealth

View all funds holding Simplify Exchange Traded Fun