WMS Partners, LLC - SIMPLIFY EXCHANGE TRADED FUN ownership

SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 31 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of SIMPLIFY EXCHANGE TRADED FUN
ValueSharesWeighting
Q2 2022$658,000
-36.4%
11,650
-43.9%
0.10%
-28.2%
Q1 2022$1,034,000
+134.5%
20,750
+76.6%
0.14%
+51.1%
Q4 2021$441,00011,7500.09%
Other shareholders
SIMPLIFY EXCHANGE TRADED FUN shareholders Q4 2021
NameSharesValueWeighting ↓
VISTA FINANCE, LLC 29,259$1,783,3292.52%
TMD Wealth Management, LLC 90,303$5,503,9971.55%
Triad Investment Management 14,414$878,5331.28%
Stegent Equity Advisors, Inc. 11,508$701,4130.70%
Simplify Asset Management Inc. 79,656$4,855,0330.70%
Worth Asset Management, LLC 10,729$653,9110.50%
ZAZOVE ASSOCIATES LLC 52,380$3,1930.29%
Advisory Services Network, LLC 149,265$9,097,7030.25%
Patriot Financial Group Insurance Agency, LLC 9,695$590,9100.12%
IFP Advisors, Inc 42,699$2,135,8010.09%
View complete list of SIMPLIFY EXCHANGE TRADED FUN shareholders