Who owns SIMPLIFY EXCHANGE TRADED FUN?
- CUSIP Number: 82889n780
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wealthsource Partners | 167k | $34k | -15% | Dec 2023 |
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| Peter B. Cannell & Co | 21k | $4.3k | 0% | Dec 2023 |
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| Tucker Asset Management | 100.00 | $20.000000 | 100% | Dec 2023 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Simplify Asset Management | Dec 2023 | 3.5M | $711k |
| Commonwealth Equity Services | Dec 2023 | 319k | $65k |
| AE Wealth Management | Dec 2023 | 137k | $10k |
| Strata Wealth Advisors | Dec 2023 | 134k | $27k |
| Integrated Wealth Concepts | Sep 2023 | 90k | $479k |
| Two Sigma Securities | Dec 2023 | 46k | $9.2k |
| H D Vest Advisory Services | Dec 2023 | 30k | $6.0k |
| UBS Group | Dec 2023 | 24k | $4.9k |
| Mid-American Wealth Advisory Group | Dec 2023 | 23k | $4.6k |
| Koshinski Asset Management | Dec 2023 | 20k | $4.1k |
| Smith Shellnut Wilson | Dec 2023 | 11k | $2.2k |
| Parallel Advisors | Dec 2023 | 2.0k | $406.000000 |
| Lee Financial | Sep 2023 | 1.2k | $6.4k |