Simplify Exchange Traded Fun shares owned by AE Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (BUCK) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 1.0M | 23.85 |
| 2025-06-30 | $29M | 1.1M | 26.00 |
| 2025-03-31 | $24M | 989k | 24.00 |
| 2024-12-31 | $21M | 835k | 24.54 |
| 2024-09-30 | $6.7M | 272k | 24.58 |
| 2024-06-30 | $5.4M | 220k | 24.62 |
| 2024-03-31 | $4.7M | 187k | 25.07 |