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Simplify Exchange Traded Fun shares owned by Financial Enhancement

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

Historical chart of Financial Enhancement investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Financial Enhancement

Quarter filed Position value Share count Share price at filing
2024-03-31 $28M 1.3M 21.28
2023-09-30 $14M 628k 21.77
2023-06-30 $14M 628k 22.50

More positions owned by Financial Enhancement

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Linde SHS (LIN)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Visa Com Cl A (V)

View all positions for Financial Enhancement

Top funds holding Simplify Exchange Traded Fun

BCJ Capital Management
Financial Enhancement
Hollencrest Securities
Aprio Wealth Management
AE Wealth Management
Municipal Employees' Retirement System of Michigan
Rockefeller Capital Management
New York State Common Retirement Fund
Southern Farm Bureau Life Insurance
Ancora Advisors
Simplify Asset Management
HighTower Advisors
Royal Bank of Canada
Oakmont Partners
Peak Financial Advisors

View all funds holding Simplify Exchange Traded Fun