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Simplify Exchange Traded Fun shares owned by Beacon Harbor Wealth Advisors

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

Historical chart of Beacon Harbor 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 Beacon Harbor 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 Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $361k 17k 21.88

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Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Vanguard Wellington Us Multifactor (VFMF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Gold Tr Ishares New (IAU)
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International Business Machines (IBM)
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Arista Networks (ANET)
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View all positions for Beacon Harbor Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

BCJ Capital Management
Financial Enhancement
Hollencrest Securities
Citadel Advisors
Aprio Wealth Management
AE Wealth Management
Municipal Employees' Retirement System of Michigan
Goldman Sachs Group
Herr Investment Group
Proficio Capital Partners
Ancora Advisors
Rockefeller Capital Management
Southern Farm Bureau Life Insurance
HighTower Advisors
New York State Common Retirement Fund

View all funds holding Simplify Exchange Traded Fun