LifeWealth Investments »

Simplify Exchange Traded Fun shares owned by LifeWealth Investments

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TYA) shares owned by LifeWealth Investments from 13F filings

Historical chart of LifeWealth Investments investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $142k 10k 13.61
2025-06-30 $607k 45k 13.49
2025-03-31 $536k 41k 13.23
2024-12-31 $214k 17k 12.27

More positions owned by LifeWealth Investments

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Capitol Ser Tr Sterling Cap Enh (SCEC)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Mdcp Val Etf (IWS)
Pimco Dynamic Income SHS (PDI)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for LifeWealth Investments

Top funds holding Simplify Exchange Traded Fun

True Wealth Design
AE Wealth Management
Heck Capital Advisors
Lloyd Advisory Services
Stapp Wealth Management, P
Magnolia Private Wealth
Simplify Asset Management
Continuum Advisory
Hilltop Holdings
Jane Street
Susquehanna International
Private Client Services
Elevated Capital Advisors
Great Lakes Retirement
Howard Bailey Securities

View all funds holding Simplify Exchange Traded Fun