Simplify Exchange Traded Fun shares owned by AE Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 1.0M | 22.91 |
| 2025-06-30 | $20M | 863k | 23.32 |
| 2025-03-31 | $13M | 559k | 22.94 |
| 2024-12-31 | $11M | 510k | 21.81 |
| 2024-09-30 | $11M | 480k | 23.74 |
| 2024-06-30 | $402k | 18k | 22.97 |