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Simplify Exchange Traded Fun shares owned by FDx Advisors

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

Historical chart of FDx 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 FDx 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 FDx Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $693k 30k 22.97
2024-06-30 $867k 41k 21.32
2024-03-31 $908k 42k 21.88

More positions owned by FDx Advisors

Vanguard Bd Index Fds Total Bnd Mrkt Etf (BND)
Ishares Tr Core Msci Intl Etf (IDEV)
Ishares Tr Rus 1000 Val Etf Etf (IWD)
Ishares Tr Mbs Etf Etf (MBB)
Ishares Tr Rus 1000 Grw Etf Etf (IWF)
Schwab Strategic Tr Us Tips Etf Etf (SCHP)
Ishares Inc Core Msci Emkt Etp (IEMG)
Ishares Tr Core Us Aggbd Et Etf (AGG)
Ishares Tr Core Msci Eafe Etf (IEFA)
Vanguard Index Fds Growth Etf Etf (VUG)
Spdr Ser Tr Portfolio Intrmd Etf (SPIB)
Vanguard Index Fds S P 500 Etf Etf (VOO)
J P Morgan Exchange Traded F Us Qualty Fctr Etf (JQUA)
Ishares Tr Msci Usa Min Vol Etp (USMV)
Ishares Tr Msci Usa Qlt Fct Etf (QUAL)

View all positions for FDx Advisors

Top funds holding Simplify Exchange Traded Fun

Hollencrest Securities
Ferguson Shapiro
AE Wealth Management
Aprio Wealth Management
Ancora Advisors
Gladstone Institutional Advisory
HighTower Advisors
Private Advisor
Mid-American Wealth Advisory Group
Lloyd Advisory Services
LPL Financial
Longview Financial Advisors
Rockefeller Capital Management
Schroder Investment Management Group
WJ Interests

View all funds holding Simplify Exchange Traded Fun