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Simplify Exchange Traded Fun shares owned by Professional Financial Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TYA) shares owned by Professional Financial Advisors from 13F filings

Historical chart of Professional Financial Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Professional Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $237k 18k 13.35
2023-12-31 $872k 61k 14.21
2023-09-30 $741k 58k 12.71

More positions owned by Professional Financial Advisors

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Us Aggbd Et (AGG)
Wisdomtree Tr Us Efficient Cor (NTSX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Union Pacific Corporation (UNP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Tidal Tr Ii Return Stckd Us (RSST)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr S&p1500momtilt (MMTM)

View all positions for Professional Financial Advisors

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
WJ Interests
Lloyd Advisory Services
Stapp Wealth Management, P
Jane Street
BlackDiamond Wealth Management
Flow Traders US
Bank Of Montreal
Great Lakes Retirement
Simplify Asset Management
Professional Financial Advisors
Citadel Advisors
Authentikos Wealth Advisory
Royal Bank of Canada
UBS Group

View all funds holding Simplify Exchange Traded Fun