Simplify Exchange Traded Fun shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 85k | 22.82 |
| 2025-06-30 | $531k | 23k | 23.31 |
| 2025-03-31 | $550 | 24 | 22.96 |
| 2024-12-31 | $9.5k | 436 | 21.81 |
| 2024-09-30 | $8.5k | 358 | 23.74 |
| 2023-06-30 | $1.7k | 79 | 22.03 |
| 2023-03-31 | $10k | 475 | 21.93 |