Herr Investment Group LLC - SIMPLIFY EXCHANGE TRADED FUN ownership

SIMPLIFY EXCHANGE TRADED FUN's ticker is and the CUSIP is 82889N657. A total of 20 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Herr Investment Group LLC ownership history of SIMPLIFY EXCHANGE TRADED FUN
ValueSharesWeighting
Q3 2023$13,337,885
-7.6%
610,709
-4.0%
1.02%
-4.7%
Q2 2023$14,433,597
+9.0%
636,402
+21.9%
1.07%
+12.1%
Q1 2023$13,246,205
+59.7%
522,092
+56.0%
0.96%
+89.1%
Q4 2022$8,296,927334,7560.50%
Other shareholders
SIMPLIFY EXCHANGE TRADED FUN shareholders Q1 2023
NameSharesValueWeighting ↓
PEAK FINANCIAL ADVISORS LLC 451,583$9,862,57310.66%
Municipal Employees' Retirement System of Michigan 16,534,947$361,1235.02%
Financial Enhancement Group LLC 628,011$13,671,7992.63%
BlackDiamond Wealth Management, LLC 93,423$2,032,8841.84%
Trek Financial, LLC 817,763$17,859,9371.63%
Simplify Asset Management Inc. 455,179$9,941,1091.14%
Herr Investment Group LLC 610,709$13,337,8851.02%
ALTFEST L J & CO INC 184,590$4,0310.64%
Dakota Wealth Management 562,629$12,287,8180.54%
HOLLENCREST CAPITAL MANAGEMENT 201,200$4,394,2080.50%
View complete list of SIMPLIFY EXCHANGE TRADED FUN shareholders