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Simplify Exchange Traded Fun shares owned by CLS Investments

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (BUCK) 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
2025-09-30 $4.4M 185k 23.85
2025-06-30 $3.9M 166k 23.64
2025-03-31 $3.6M 148k 24.68

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)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)

View all positions for CLS Investments

Top funds holding Simplify Exchange Traded Fun

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