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Simplify Exchange Traded Fun shares owned by Heck Capital Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Heck Capital Advisors from 13F filings

Historical chart of Heck Capital Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Heck Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Heck Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 267k 21.87
2025-06-30 $5.8M 265k 22.03
2024-12-31 $5.1M 242k 21.22
2022-12-31 $2.7M 109k 24.78

More positions owned by Heck Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Heck Capital Advisors

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