Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: SPD
- CUSIP Number: 82889n202
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Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Sollinda Capital Management | 386k | $12M | 100% | Mar 2024 |
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Axxcess Wealth Management | 349k | $10M | -28% | Dec 2023 |
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Wealth Enhancement Advisory Services | 261k | $8.1M | -4% | Mar 2024 |
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AE Wealth Management | 137k | $4.3M | -59% | Mar 2024 |
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Almanack Investment Partners | 133k | $4.1M | 100% | Mar 2024 |
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Austin Wealth Management | 116k | $3.5M | -6% | Dec 2023 |
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Lakeview Capital Partners | 49k | $1.5M | -1% | Mar 2024 |
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Capital Investment Advisory Services | 44k | $1.4M | 439% | Mar 2024 |
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Steward Partners Investment Advisory | 42k | $1.3M | 0% | Mar 2024 |
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Ironsides Asset Advisors | 39k | $1.2M | 12% | Mar 2024 |
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Dynamic Advisors Solutions | 28k | $884k | 5% | Mar 2024 |
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Insigneo Advisory Services | 20k | $614k | -17% | Mar 2024 |
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Financial Enhancement | 17k | $525k | -10% | Mar 2024 |
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Ridgepath Capital Management | 13k | $413k | 100% | Mar 2024 |
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Great Lakes Retirement | 12k | $377k | -6% | Mar 2024 |
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Kathmere Capital Management | 7.7k | $239k | -6% | Mar 2024 |
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Pathway Financial Advisors | 7.1k | $221k | 0% | Mar 2024 |
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UBS Group | 3.6k | $113k | 115% | Mar 2024 |
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IFP Advisors | 2.4k | $69k | -59% | Dec 2023 |
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CWM | 1.0k | $31k | -16% | Mar 2024 |
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Qube Research & Technologies | 756.00 | $24k | -88% | Mar 2024 |
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Wells Fargo & Company | 750.00 | $23k | -99% | Mar 2024 |
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Morgan Stanley | 381.00 | $12k | 0% | Mar 2024 |
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Advisor Group Holdings | 298.00 | $9.3k | 5% | Mar 2024 |
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Pineridge Advisors | 219.00 | $6.8k | -6% | Mar 2024 |
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National Bank Of Canada /fi/ | 47.00 | $1.3k | -99% | Dec 2023 |
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Richard W. Paul & Associates | 24.00 | $693.000000 | 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 |
---|---|---|---|
Resources Investment Advisors | Sep 2023 | 600k | $16M |
LPL Financial | Sep 2023 | 53k | $1.4M |
HighTower Advisors | Dec 2023 | 23k | $674k |
B.O.S.S. Retirement Advisors | Dec 2023 | 23k | $671k |
Susquehanna International | Sep 2023 | 22k | $586k |
Park Edge Advisors | Dec 2023 | 19k | $539k |
Gts Securities | Dec 2023 | 18k | $502k |
Envestnet Asset Management | Sep 2023 | 15k | $399k |
Wolverine Trading | Dec 2023 | 9.1k | $261k |
Oliver Lagore Vanvalin Investment Group | Dec 2023 | 54.00 | $1.6k |
TD Capital Management | Dec 2023 | 31.00 | $876.999300 |