SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 59 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $691,492 | +45.1% | 7,240 | -4.6% | 0.00% | 0.0% |
| Q2 2023 | $476,437 | -53.6% | 7,589 | -55.0% | 0.00% | -86.7% |
| Q1 2023 | $1,026,947 | +147.3% | 16,849 | +190.5% | 0.02% | +87.5% |
| Q4 2022 | $415,338 | -28.6% | 5,800 | -32.0% | 0.01% | -27.3% |
| Q3 2022 | $582,000 | -2.7% | 8,535 | -28.9% | 0.01% | -31.2% |
| Q1 2022 | $598,000 | – | 11,997 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISTA FINANCE, LLC | 35,474 | $2,540,315 | 3.57% |
| MOULTON WEALTH MANAGEMENT, INC | 14,890 | $936,432 | 3.20% |
| Stegent Equity Advisors, Inc. | 20,959 | $1,500,876 | 1.80% |
| Triad Investment Management | 10,911 | $781,337 | 1.22% |
| Worth Asset Management, LLC | 21,862 | $1,565,559 | 1.09% |
| TMD Wealth Management, LLC | 33,744 | $2,416,408 | 1.08% |
| Ibex Investors LLC | 16,750 | $1,199,468 | 0.80% |
| Simplify Asset Management Inc. | 60,290 | $4,317,367 | 0.66% |
| Pekin Hardy Strauss, Inc. | 60,790 | $4,353,172 | 0.60% |
| ZAZOVE ASSOCIATES LLC | 52,380 | $3,751 | 0.35% |