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Simplify Exchange Traded Fun shares owned by Advisor OS

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS 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 OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Advisor OS

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7M 80k 21.12

More positions owned by Advisor OS

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Vanguard Specialized Funds Div App Etf (VIG)
T Rowe Price Exchange-traded Price Blue Chip (TCHP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Dimensional Etf Trust Intl Core Equity (DFIC)
NVIDIA Corporation (NVDA)
Northrop Grumman Corporation (NOC)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Advisor OS

Top funds holding Simplify Exchange Traded Fun

Signature Estate and Investment Advisors
Envestnet Asset Management
AE Wealth Management
Park Edge Advisors
Insight Wealth Strategies
Altiora Financial Group
Principal Securities
Drive Wealth Management
CLS Investments
LPL Financial
Flagship Harbor Advisors
Meridian Wealth Management
Soltis Investment Advisors
Envestnet Portfolio Solutions
WCG Wealth Advisors

View all funds holding Simplify Exchange Traded Fun