Simplify Exchange Traded Fun shares owned by Principal Securities
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by Principal Securities
from 13F filings
Historical chart of Principal Securities investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Principal Securities consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Principal Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 143k | 20.71 |
| 2025-06-30 | $2.3M | 113k | 20.64 |
| 2025-03-31 | $515k | 25k | 20.63 |
| 2024-12-31 | $515k | 25k | 20.63 |
| 2024-09-30 | $2.3M | 104k | 21.71 |
| 2024-06-30 | $2.1M | 102k | 20.76 |
| 2024-03-31 | $1.8M | 83k | 21.43 |
| 2023-12-31 | $1.1M | 49k | 22.08 |