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Simplify Exchange Traded Fun shares owned by KPP Advisory Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by KPP Advisory Services from 13F filings

Historical chart of KPP Advisory Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by KPP Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by KPP Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $288k 14k 21.10

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Capital Group Dividend Value Shs Creation Uni (CGDV)
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Ishares Tr Core Div Grwth (DGRO)

View all positions for KPP Advisory Services

Top funds holding Simplify Exchange Traded Fun

Southern Farm Bureau Life Insurance
Ferguson Shapiro
AE Wealth Management
Mid-American Wealth Advisory Group
HighTower Advisors
Private Advisor
Reuter James Wealth Management
Altfest L J & Co
LPL Financial
Ancora Advisors
Lloyd Advisory Services
Insight Wealth Strategies
Financial Enhancement
Heck Capital Advisors
Park Edge Advisors

View all funds holding Simplify Exchange Traded Fun