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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
2024-09-30 $361k 16k 22.99

More positions owned by SMART Wealth

Innovator Etfs Trust Innovator Us Eq (EALT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Innovator Etfs Trust Invtor 2 Pls 5 (TFJL)
Tidal Tr Ii Nicholas Fixed (FIAX)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for SMART Wealth

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