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Simplify Exchange Traded Fun shares owned by Cambridge Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Cambridge Advisors from 13F filings

Historical chart of Cambridge Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Cambridge Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Cambridge Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $458k 18k 24.95
2023-12-31 $418k 18k 23.60
2023-09-30 $431k 16k 27.55
2023-06-30 $398k 16k 25.50
2023-03-31 $366k 16k 23.42

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View all positions for Cambridge Advisors

Top funds holding Simplify Exchange Traded Fun

Orion Portfolio Solutions
Clear Creek Financial Management
Peak Financial Advisors
Miracle Mile Advisors
Simplify Asset Management
Financial Enhancement
Wealth Enhancement Advisory Services
ORG Partners
Private Advisor
Wealthsource Partners
Jane Street
Moors & Cabot
Aries Wealth Management
H D Vest Advisory Services
Royal Bank of Canada

View all funds holding Simplify Exchange Traded Fun