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Simplify Exchange Traded Fun shares owned by Professional Financial Advisors

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

Historical chart of Professional Financial 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 Professional Financial 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 Professional Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $382k 17k 22.99
2024-06-30 $332k 16k 21.32
2024-03-31 $319k 15k 21.87

More positions owned by Professional Financial Advisors

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Us Aggbd Et (AGG)
Wisdomtree Tr Us Efficient Cor (NTSX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Internationl Efi (NTSI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Union Pacific Corporation (UNP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tidal Tr Ii Return Stckd Us (RSST)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for Professional Financial Advisors

Top funds holding Simplify Exchange Traded Fun

Hollencrest Securities
Ferguson Shapiro
AE Wealth Management
Aprio Wealth Management
Ancora Advisors
Gladstone Institutional Advisory
HighTower Advisors
Private Advisor
Mid-American Wealth Advisory Group
Lloyd Advisory Services
LPL Financial
Longview Financial Advisors
Rockefeller Capital Management
Schroder Investment Management Group
WJ Interests

View all funds holding Simplify Exchange Traded Fun