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Simplify Exchange Traded Fun shares owned by Private Client Services

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

Historical chart of Private Client 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 Private Client 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 Private Client Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 198k 21.87
2025-06-30 $310k 14k 22.03
2025-03-31 $333k 15k 21.97
2024-12-31 $3.9M 184k 21.22
2024-09-30 $4.0M 174k 22.99

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 100 Etf (OEF)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds 2026 Term (IBHF)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Apple (AAPL)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Private Client Services

Top funds holding Simplify Exchange Traded Fun

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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