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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

ETR holding history

Entergy Corp in every 13F filed by Simplicity Wealth,LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ETR overviewAll 13F holders of ETRFull Q2 2026 holdings

Shares (Q2 2026)
4,230
Value
$485.9K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2024
Holdings of ETR by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,230$485.9K<0.1%−109−2.5%ReducedHolders
Q1 20264,339$487.5K<0.1%+71+1.7%AddedHolders
Q4 20254,268$394.4K<0.1%−488−10.3%ReducedHolders
Q3 20254,756$443.2K<0.1%−158−3.2%ReducedHolders
Q2 20254,914$408.4K<0.1%+4,914NewHolders
Q3 20240$00.0%−10,413−100.0%Sold outHolders
Q2 202410,413$1.11M<0.1%+168+1.6%AddedHolders
Q1 202410,245$1.08M<0.1%+10,245NewHolders