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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
2024-03-31 $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 S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Union Pacific Corporation (UNP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Tidal Tr Ii Return Stckd Us (RSST)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr S&p1500momtilt (MMTM)

View all positions for Professional Financial Advisors

Top funds holding Simplify Exchange Traded Fun

BCJ Capital Management
Financial Enhancement
Hollencrest Securities
Aprio Wealth Management
AE Wealth Management
Municipal Employees' Retirement System of Michigan
Proficio Capital Partners
Rockefeller Capital Management
New York State Common Retirement Fund
Southern Farm Bureau Life Insurance
Ancora Advisors
HighTower Advisors
Simplify Asset Management
Royal Bank of Canada
Oakmont Partners

View all funds holding Simplify Exchange Traded Fun