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Simplify Exchange Traded Fun shares owned by Herr Investment Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Herr Investment Group from 13F filings

Historical chart of Herr Investment Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Herr Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Herr Investment Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $13M 611k 21.84
2023-06-30 $14M 636k 22.68
2023-03-31 $13M 522k 25.37
2022-12-31 $8.3M 335k 24.79

More positions owned by Herr Investment Group

Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Spdr Ser Tr S&p Retail Etf Put Option (XRT)
Select Sector Spdr Tr Sbi Cons Discr Put Option (XLY)
Ishares Silver Tr Ishares (SLV)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Cameco Corporation (CCJ)
Vaneck Etf Trust Gold Miners Etf Call Option (GDX)
Adecoagro S A (AGRO)
Lincoln Educational Services Corporation (LINC)
Tidewater (TDW)
Ishares Msci Jpn Etf New Call Option (EWJ)
Brf Sa Sponsored Adr (BRFS)
Simplify Exchange Traded Fun Short Term Trea (TUA)

View all positions for Herr Investment Group

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