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Simplify Exchange Traded Fun shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth 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 Outlook Wealth 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 Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $864k 36k 24.10

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Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr High Yld Systm B (HYDB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Msci Emg Mkt Etf (EEM)
Apple (AAPL)
Aim Etf Products Trust Allia Us May Etf (MAYW)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Outlook Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Principal Securities
Envestnet Asset Management
Change Path
Owen LaRue
Millington Financial Advisors
Brookwood Investment Group
Old Mission Capital
Mather Group
Outlook Wealth Advisors
Brookstone Capital Management
Janney Montgomery Scott
Winnow Wealth
Crusonia Wealth Advisors
Nbc Securities

View all funds holding Simplify Exchange Traded Fun