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Simplify Exchange Traded Fun shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (XV) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.7k 371 23.56

More positions owned by Legacy Wealth Managment

Simplify Exchange Traded Fun Ancorato Target (XXV)
NeoVo (NEOV)
Streamex Corp Call Call Option (Principal) (STEX)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Proshares Tr Bitcoin Etf (BITO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Eagle Pt Cr (ECC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Legacy Wealth Managment

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Principal Securities
Envestnet Asset Management
Change Path
Owen LaRue
Brookwood Investment Group
Old Mission Capital
Millington Financial Advisors
Mather Group
Jane Street
Brookstone Capital Management
WealthCare Asset Management
Strategic Blueprint
Nbc Securities
Islay Capital Management

View all funds holding Simplify Exchange Traded Fun