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Simplify Exchange Traded Fun shares owned by Kingdom Financial Group

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

Historical chart of Kingdom Financial 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 Kingdom Financial 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 Kingdom Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $259k 11k 22.99
2024-06-30 $213k 10k 21.32

More positions owned by Kingdom Financial Group

Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Index Fds Sp 500 Etf Shs (VOO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Spdr Ser Tr Portfolio Sp500 (SPLG)

View all positions for Kingdom Financial Group

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