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Simplify Exchange Traded Fun shares owned by Pineridge Advisors

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

Historical chart of Pineridge 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 Pineridge 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 Pineridge Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $18k 869 21.22
2024-09-30 $29k 1.3k 22.99
2024-06-30 $28k 1.3k 21.32
2024-03-31 $22k 1.0k 21.87
2023-12-31 $10k 430 23.15

More positions owned by Pineridge Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Ssga Active Tr Spdr Nuveen Mun (MBND)
Vaneck Etf Trust Long Muni Etf (MLN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)

View all positions for Pineridge Advisors

Top funds holding Simplify Exchange Traded Fun

Southern Farm Bureau Life Insurance
AE Wealth Management
Ferguson Shapiro
Aprio Wealth Management
Hollencrest Securities
Financial Enhancement
Ancora Advisors
Mid-American Wealth Advisory Group
Citadel Advisors
Lloyd Advisory Services
Evergreen Capital Management
WJ Interests
Gladstone Institutional Advisory
Heck Capital Advisors
LPL Financial

View all funds holding Simplify Exchange Traded Fun