Integrated Wealth Concepts LLC - SIMPLIFY EXCHANGE TRADED FUN ownership

SIMPLIFY EXCHANGE TRADED FUN's ticker is SPD and the CUSIP is 82889N202. A total of 64 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SIMPLIFY EXCHANGE TRADED FUN
ValueSharesWeighting
Q3 2022$9,317,000
+14.5%
352,244
+14.6%
0.30%
+17.8%
Q2 2022$8,138,000
+19.9%
307,439
+42.0%
0.25%
+22.2%
Q1 2022$6,785,000
+29.7%
216,491
+37.7%
0.21%
+32.7%
Q4 2021$5,231,000
+126.5%
157,271
+107.3%
0.16%
+108.0%
Q3 2021$2,309,00075,8780.08%
Other shareholders
SIMPLIFY EXCHANGE TRADED FUN shareholders Q2 2022
NameSharesValueWeighting ↓
Sollinda Capital Management LLC 489,457$15,819,2504.82%
Austin Wealth Management, LLC 115,625$3,826,6330.90%
Lloyd Advisory Services, LLC. 51,346$1,659,5240.78%
Almanack Investment Partners, LLC. 120,528$3,895,4650.64%
Ironsides Asset Advisors, LLC 43,283$1,398,9070.46%
AXXCESS WEALTH MANAGEMENT, LLC 388,428$12,553,9930.33%
Bison Wealth, LLC 48,504$1,507,9910.24%
Financial Enhancement Group LLC 19,366$626,4900.10%
Elevated Capital Advisors, LLC 7,575$244,8220.07%
Pathway Financial Advisors LLC 7,115$229,9570.06%
View complete list of SIMPLIFY EXCHANGE TRADED FUN shareholders