WEALTHSOURCE PARTNERS, LLC - SIMPLIFY EXCHANGE TRADED FUN ownership

SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 52 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2023. The put-call ratio across all filers is 5.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of SIMPLIFY EXCHANGE TRADED FUN
ValueSharesWeighting
Q4 2022$655,632
+6.4%
9,156
+1.3%
0.05%0.0%
Q3 2022$616,000
+24.7%
9,038
+3.2%
0.05%
+27.8%
Q2 2022$494,000
+83.6%
8,757
+62.0%
0.04%
+100.0%
Q1 2022$269,0005,4040.02%
Other shareholders
SIMPLIFY EXCHANGE TRADED FUN shareholders Q1 2023
NameSharesValueWeighting ↓
Triad Investment Management 11,434$780,0001.35%
Worth Asset Management, LLC 17,255$1,177,0000.86%
Trek Financial, LLC 91,081$6,211,0000.65%
Simplify Asset Management Inc. 82,005$5,592,0000.59%
Claraphi Advisory Network, LLC 13,532$923,0000.50%
BlackDiamond Wealth Management, LLC 3,346$271,0000.33%
ZAZOVE ASSOCIATES LLC 52,380$3,572,0000.32%
Advisory Services Network, LLC 131,391$8,960,0000.32%
Cetera Advisors LLC 117,172$7,990,0000.21%
Bison Wealth, LLC 6,745$459,0000.18%
View complete list of SIMPLIFY EXCHANGE TRADED FUN shareholders