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Simplify Exchange Traded Fun shares owned by Valen Private Capital

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Valen Private Capital from 13F filings

Historical chart of Valen Private Capital investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Valen Private Capital

Quarter filed Position value Share count Share price at filing
2026-09-30 $379k 20k 19.04

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Micron Technology (MU)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mrngstr Mega Cap (MGK)
Wisdomtree Tr Floatng Rat Trea (USFR)
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Howmet Aerospace (HWM)
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Ishares Tr 0-5 Yr Tips Etf (STIP)
Vaneck Etf Trust Gold Miners Etf (GDX)

View all positions for Valen Private Capital

Top funds holding Simplify Exchange Traded Fun

GenTrust
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Magnolia Private Wealth
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View all funds holding Simplify Exchange Traded Fun