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Simplify Exchange Traded Fun shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-12-31 $19M 873k 21.90
2024-12-31 $224k 11k 21.22
2024-09-30 $9.5M 415k 22.99
2023-12-31 $552k 24k 23.15

More positions owned by Private Advisor

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

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
Park Edge Advisors
Evergreen Capital Management

View all funds holding Simplify Exchange Traded Fun