TUA — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Advisory Services Network, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (TUA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2023 Q4)
Avg. % of fund
0.02%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 469 -58,423 -99.2% 0.00% $10K $21.63
2023 Q4 INITIATED 58,892 — — 0.03% $1.4M —
% of Fund (quarterly)    TUA price (monthly, adj. close)

Other funds also holding TUA

As of 2025 Q4 — sorted by position size

Ferguson Shapiro LLC 3Y 15.07% Mid-American Wealth Advisory Group, Inc. 3Y 10.54% Lloyd Advisory Services, LLC. 3Y 5.88% Authentikos Wealth Advisory, LLC 3.5% FOURPATH CAPITAL MANAGEMENT, LLC 3Y 2.61% ALTFEST L J & CO INC 3Y 7Y 2.05% Park Edge Advisors, LLC 1.89% Insight Wealth Strategies, LLC 3Y 7Y 1.61% Integrated Wealth Management 1.46% PRIVATE CLIENT SERVICES, LLC 1.43%
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