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Simplify Exchange Traded Fun shares owned by Adapt Wealth Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by Adapt Wealth Advisors from 13F filings

Historical chart of Adapt Wealth 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 Adapt Wealth 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 Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 124k 22.91

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Alps Etf Tr Smith Core Plus (SMTH)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Thornburg Etf Tr Intl Equity Etf (TXUE)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Global X Fds Us Infr Dev Etf (PAVE)
Global X Fds Artificial Etf (AIQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Tcw Etf Trust Transform System (PWRD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Adapt Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Altiora Financial Group
LPL Financial
Park Edge Advisors
Insight Wealth Strategies
Commonwealth Equity Services
NewEdge Wealth
Prime Capital Investment Advisors
Flagship Harbor Advisors
Mid-American Wealth Advisory Group
Goss Wealth Management
Kensington Asset Management
Steward Partners Investment Advisory
Security National Bank
Colony

View all funds holding Simplify Exchange Traded Fun