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Simplify Exchange Traded Fun shares owned by Goss Wealth Management

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

Historical chart of Goss 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 Goss 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $7.9M 350k 22.68
2023-03-31 $10M 393k 25.37
2022-12-31 $3.1M 123k 24.79

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq MF Closed and MF Open (QQQ)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares Core MF Closed and MF Open (DGRO)
Ishares Core MF Closed and MF Open (AGG)
Chevron Corp Common Stock (CVX)
Ishares Ibonds MF Closed and MF Open (IBDQ)
Ishares Ibonds MF Closed and MF Open (IBDP)

View all positions for Goss Wealth Management

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