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Simplify Exchange Traded Fun shares owned by Caerus Investment Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (BUCK) shares owned by Caerus Investment Advisors from 13F filings

Historical chart of Caerus Investment 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 Caerus Investment 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 Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 43k 23.85
2025-06-30 $1.4M 58k 23.64

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View all positions for Caerus Investment Advisors

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
LPL Financial
Beacon Capital Management
Kestra Advisory Services
Elevated Capital Advisors
POM Investment Strategies
RiverTree Advisors
Park Edge Advisors
Wedbush Morgan Securities
CLS Investments
Envestnet Asset Management
Change Path
Steward Partners Investment Advisory
Principal Securities
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View all funds holding Simplify Exchange Traded Fun