Altiora Financial Group »

Simplify Exchange Traded Fun shares owned by Altiora Financial Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by Altiora Financial Group from 13F filings

Historical chart of Altiora Financial Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Altiora Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Altiora Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $24M 1.1M 22.27
2025-09-30 $23M 1.0M 22.91
2025-06-30 $5.8M 250k 23.32

More positions owned by Altiora Financial Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Total Stk Mkt (VTI)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Simplify Exchange Traded Fun Managed Futures (CTA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Altiora Financial Group

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
AE Wealth Management
Altiora Financial Group
Park Edge Advisors
LPL Financial
Insight Wealth Strategies
Commonwealth Equity Services
Drive Wealth Management
NewEdge Wealth
Meridian Wealth Management
CLS Investments
Prime Capital Investment Advisors
Advisor Group Holdings
Flagship Harbor Advisors
Adapt Wealth Advisors

View all funds holding Simplify Exchange Traded Fun