Simplify Exchange Traded Fun shares owned by Aspen Wealth Strategies
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by Aspen Wealth Strategies
from 13F filings
Historical chart of Aspen Wealth Strategies investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Aspen Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Aspen Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $324k | 16k | 20.71 |
| 2025-06-30 | $621k | 30k | 20.64 |
| 2025-03-31 | $986k | 47k | 21.15 |
| 2024-12-31 | $946k | 46k | 20.63 |
| 2024-09-30 | $639k | 29k | 21.71 |
| 2024-06-30 | $624k | 29k | 21.27 |
| 2024-03-31 | $606k | 28k | 21.43 |