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Simplify Exchange Traded Fun shares owned by FSR Wealth Management

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

Historical chart of FSR Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by FSR Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $328k 15k 21.87
2025-06-30 $344k 16k 22.03
2025-03-31 $363k 17k 21.97
2024-12-31 $269k 13k 21.22