TUA — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, 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
2.15% (2024 Q3)
Avg. % of fund
1.23%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 208,194 +10,679 +5.4% 1.43% $4.6M $21.85
2025 Q3 ADDED 197,515 +183,461 +1305.4% 1.45% $4.3M $21.63
2025 Q2 REDUCED 14,054 -1,088 -7.2% 0.12% $310K $21.55
2025 Q1 REDUCED 15,142 -168,523 -91.8% 0.16% $333K $21.24
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% HOWARD BAILEY SECURITIES, LLC 1.31%
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