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Simplify Exchange Traded Fun shares owned by Financial Life Planners

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

Historical chart of Financial Life Planners 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 Life Planners 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 Life Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7k 353 21.87

More positions owned by Financial Life Planners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Robinhood Mkts Com Cl A (HOOD)
Palantir Technologies Cl A (PLTR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Axon Enterprise (AXON)
Vanguard World Mega Grwth Ind (MGK)
Ark Etf Tr Fintech Innova (ARKF)
Costco Wholesale Corporation (COST)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)

View all positions for Financial Life Planners

Top funds holding Simplify Exchange Traded Fun

Southern Farm Bureau Life Insurance
AE Wealth Management
Ferguson Shapiro
Reuter James Wealth Management
Mid-American Wealth Advisory Group
Altfest L J & Co
Ancora Advisors
Lloyd Advisory Services
Park Edge Advisors
LPL Financial
Evergreen Capital Management
Magnolia Private Wealth
Authentikos Wealth Advisory
Aprio Wealth Management
Heck Capital Advisors

View all funds holding Simplify Exchange Traded Fun