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Simplify Exchange Traded Fun shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 457k 22.99
2024-06-30 $5.5M 259k 21.32
2024-03-31 $5.9M 272k 21.87
2023-12-31 $2.9M 124k 23.15

More positions owned by Gladstone Institutional Advisory

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Purecycle Technologies (PCT)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Simplify Exchange Traded Fun Health Care Etf (PINK)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)

View all positions for Gladstone Institutional Advisory

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