SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 1 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,544,129 | +73.8% | 16,167 | +14.3% | 0.10% | +61.9% |
| Q2 2023 | $888,307 | +13.4% | 14,149 | +10.1% | 0.06% | +5.0% |
| Q1 2023 | $783,237 | -13.2% | 12,850 | +2.0% | 0.06% | -20.0% |
| Q4 2022 | $902,134 | -28.8% | 12,597 | -32.2% | 0.08% | -43.6% |
| Q3 2022 | $1,267,000 | -2.7% | 18,581 | -19.4% | 0.13% | +12.7% |
| Q2 2022 | $1,302,000 | – | 23,065 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trek Financial, LLC | 97,945 | $9,354,727 | 0.86% |
| Simplify Asset Management Inc. | 42,250 | $4,035,298 | 0.46% |
| Worth Asset Management, LLC | 4,733 | $452,049 | 0.36% |
| Professional Financial Advisors, LLC | 5,999 | $572,967 | 0.26% |
| ZAZOVE ASSOCIATES LLC | 18,350 | $1,753,000 | 0.18% |
| Patriot Financial Group Insurance Agency, LLC | 6,697 | $639,605 | 0.13% |
| Stratos Wealth Advisors, LLC | 16,167 | $1,544,129 | 0.10% |
| COLONY GROUP LLC | 69,029 | $6,593 | 0.10% |
| S.A. Mason LLC | 1,258 | $120,152 | 0.09% |
| Bison Wealth, LLC | 3,737 | $356,953 | 0.07% |