WealthPlan Investment Management, LLC - SIMPLIFY EXCHANGE TRADED FUN ownership

SIMPLIFY EXCHANGE TRADED FUN's ticker is SPBC and the CUSIP is 82889N848. A total of 7 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q1 2022. The put-call ratio across all filers is - and the average weighting 4.7%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of SIMPLIFY EXCHANGE TRADED FUN
ValueSharesWeighting
Q2 2023$499,068
-32.6%
19,965
-38.5%
0.15%
+17.3%
Q1 2023$739,958
-65.4%
32,453
-66.2%
0.13%
-15.3%
Q4 2022$2,140,899
+5.7%
96,112
-2.3%
0.15%
+1.4%
Q3 2022$2,026,000
+69.3%
98,413
+95.7%
0.15%
+78.3%
Q1 2022$1,197,00050,2960.08%
Other shareholders
SIMPLIFY EXCHANGE TRADED FUN shareholders Q1 2022
NameSharesValueWeighting ↓
WealthPLAN Partners, LLC 61,486$1,401,9310.16%
WealthPlan Investment Management, LLC 32,453$739,9580.13%
OLD MISSION CAPITAL LLC 21,688$494,5080.01%
IFP Advisors, Inc 1,685$41,8390.00%
MRP Capital Investments, LLC 30$6850.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,045$365,8420.00%
OSAIC HOLDINGS, INC. 2,201$50,1860.00%
View complete list of SIMPLIFY EXCHANGE TRADED FUN shareholders