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Simplify Exchange Traded Fun shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by SMART Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $762k 35k 21.87
2025-06-30 $598k 27k 22.03
2025-03-31 $604k 28k 21.97
2024-12-31 $385k 18k 21.22
2024-09-30 $361k 16k 22.99

More positions owned by SMART Wealth

NVIDIA Corporation (NVDA)
Tidal Trust Ii Nicholas Fixed (FIAX)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Innovator Etfs Trust Innovator Us Eq (EALT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)

View all positions for SMART Wealth

Top funds holding Simplify Exchange Traded Fun

Southern Farm Bureau Life Insurance
AE Wealth Management
Ferguson Shapiro
Reuter James Wealth Management
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