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Simplify Exchange Traded Fun shares owned by CLS Investments

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by CLS Investments from 13F filings

Historical chart of CLS Investments investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 132k 20.70

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)

View all positions for CLS Investments

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Envestnet Asset Management
AE Wealth Management
Stadion Money Management
Advisor Group Holdings
Great Diamond Partners
LPL Financial
Park Edge Advisors
Financial Enhancement
WealthPlan Investment Management
POM Investment Strategies
Elevated Capital Advisors
Principal Securities
Envestnet Portfolio Solutions
Key Capital Management

View all funds holding Simplify Exchange Traded Fun