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Simplify Exchange Traded Fun shares owned by Welch Group

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

Historical chart of Welch Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Welch Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $269k 13k 21.10

More positions owned by Welch Group

Apple Common (AAPL)
Rtx Corporation Common (RTX)
Chevron Corporation Common (CVX)
Exxon Mobil Corp Common (XOM)
Johnson & Johnson Common (JNJ)
Jpmorgan Chase & Co Common (JPM)
Abbvie Common (ABBV)
Microsoft Corp Common (MSFT)
Nextera Energy Common (NEE)
Lockheed Martin Corp Common (LMT)
Southern Common (SO)
Cisco Sys Common (CSCO)
International Business Machs Common (IBM)
Servisfirst Bancshares Common (SFBS)
Mcdonalds Corp Common (MCD)

View all positions for Welch Group

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Southern Farm Bureau Life Insurance
GenTrust
Ferguson Shapiro
AE Wealth Management
HighTower Advisors
Mid-American Wealth Advisory Group
Ancora Advisors
LPL Financial
Lloyd Advisory Services
Insight Wealth Strategies
Altfest L J & Co
Financial Enhancement
Heck Capital Advisors
Park Edge Advisors

View all funds holding Simplify Exchange Traded Fun