Bison Wealth, LLC - SIMPLIFY EXCHANGE TRADED FUN ownership

SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 65 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of SIMPLIFY EXCHANGE TRADED FUN
ValueSharesWeighting
Q3 2023$356,953
+46.2%
3,737
-3.9%
0.07%
+53.3%
Q2 2023$244,167
+0.1%
3,889
+1.6%
0.04%
-40.8%
Q1 2023$243,844
-18.1%
3,826
-21.5%
0.08%
-20.0%
Q4 2022$297,829
-35.1%
4,874
-27.7%
0.10%
-47.2%
Q3 2022$459,000
-53.9%
6,745
-61.7%
0.18%
-68.5%
Q2 2022$995,000
+385.4%
17,617
+329.1%
0.57%
+443.8%
Q1 2022$205,000
+83.0%
4,106
+38.2%
0.10%
+61.5%
Q4 2021$112,000
+28.7%
2,971
+38.4%
0.06%
+62.5%
Q3 2021$87,0002,1470.04%
Other shareholders
SIMPLIFY EXCHANGE TRADED FUN shareholders Q2 2022
NameSharesValueWeighting ↓
Trek Financial, LLC 97,945$9,354,7270.86%
Simplify Asset Management Inc. 42,250$4,035,2980.46%
Worth Asset Management, LLC 4,733$452,0490.36%
Professional Financial Advisors, LLC 5,999$572,9670.26%
ZAZOVE ASSOCIATES LLC 18,350$1,753,0000.18%
Patriot Financial Group Insurance Agency, LLC 6,697$639,6050.13%
Stratos Wealth Advisors, LLC 16,167$1,544,1290.10%
COLONY GROUP LLC 69,029$6,5930.10%
S.A. Mason LLC 1,258$120,1520.09%
Bison Wealth, LLC 3,737$356,9530.07%
View complete list of SIMPLIFY EXCHANGE TRADED FUN shareholders