Triad Investment Management - SIMPLIFY EXCHANGE TRADED FUN ownership

SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 51 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2023. The put-call ratio across all filers is 2.64 and the average weighting 0.1%.

Quarter-by-quarter ownership
Triad Investment Management ownership history of SIMPLIFY EXCHANGE TRADED FUN
ValueSharesWeighting
Q2 2023$902,714
+2.8%
14,379
-0.2%
1.26%
-1.6%
Q1 2023$878,533
+12.4%
14,414
+32.1%
1.28%
+4.5%
Q4 2022$781,337
+0.2%
10,911
-4.6%
1.22%
-9.7%
Q3 2022$780,00011,4341.35%
Other shareholders
SIMPLIFY EXCHANGE TRADED FUN shareholders Q3 2023
NameSharesValueWeighting ↓
VISTA FINANCE, LLC 35,474$2,540,3153.57%
MOULTON WEALTH MANAGEMENT, INC 14,890$936,4323.20%
Stegent Equity Advisors, Inc. 20,959$1,500,8761.80%
Triad Investment Management 10,911$781,3371.22%
Worth Asset Management, LLC 21,862$1,565,5591.09%
TMD Wealth Management, LLC 33,744$2,416,4081.08%
Ibex Investors LLC 16,750$1,199,4680.80%
Simplify Asset Management Inc. 60,290$4,317,3670.66%
Pekin Hardy Strauss, Inc. 60,790$4,353,1720.60%
ZAZOVE ASSOCIATES LLC 52,380$3,7510.35%
View complete list of SIMPLIFY EXCHANGE TRADED FUN shareholders