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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
2024-06-30 $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

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
JPMorgan Chase & Co. (JPM)
Powershares Actively Managed Ultra Shrt Dur (GSY)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Simplify Exchange Traded Fun Health Care Etf (PINK)

View all positions for Gladstone Institutional Advisory

Top funds holding Simplify Exchange Traded Fun

Ferguson Shapiro
Financial Enhancement
Aprio Wealth Management
AE Wealth Management
Ancora Advisors
Longview Financial Advisors
Southern Farm Bureau Life Insurance
Jane Street
HighTower Advisors
Mid-American Wealth Advisory Group
Lloyd Advisory Services
Andina Capital Management
Rockefeller Capital Management
New York State Common Retirement Fund
Schroder Investment Management Group

View all funds holding Simplify Exchange Traded Fun