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Simplify Exchange Traded Fun shares owned by LifeWealth Investments

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by LifeWealth Investments from 13F filings

Historical chart of LifeWealth Investments investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 156k 21.87
2025-06-30 $3.2M 146k 22.03
2025-03-31 $2.5M 115k 21.97
2024-12-31 $2.0M 92k 21.22

More positions owned by LifeWealth Investments

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Capitol Ser Tr Sterling Cap Enh (SCEC)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Mdcp Val Etf (IWS)
Pimco Dynamic Income SHS (PDI)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for LifeWealth Investments

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