SIMPLIFY EXCHANGE TRADED FUN's ticker is PFIX and the CUSIP is 82889N855. A total of 67 filers reported holding SIMPLIFY EXCHANGE TRADED FUN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,775 | +52.1% | 2,500 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $156,950 | +3.0% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $152,375 | -14.9% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $179,025 | +5.3% | 2,500 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $170,000 | +20.6% | 2,500 | 0.0% | 0.00% | +33.3% |
| Q2 2022 | $141,000 | – | 2,500 | – | 0.00% | – |
Download | ||||||
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% |