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Simplify Exchange Traded Fun shares owned by Ankerstar Wealth

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

Historical chart of Ankerstar Wealth investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Ankerstar Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $593k 28k 21.34

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Amazon (AMZN)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Series Portfolios Tr Adaptiv Select (ADPV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Ankerstar Wealth

Top funds holding Simplify Exchange Traded Fun

Signature Estate and Investment Advisors
Envestnet Asset Management
AE Wealth Management
Altiora Financial Group
Park Edge Advisors
Insight Wealth Strategies
LPL Financial
Drive Wealth Management
Principal Securities
NewEdge Wealth
CLS Investments
Prevail Innovative Wealth Advisors
Meridian Wealth Management
Prime Capital Investment Advisors
Flagship Harbor Advisors

View all funds holding Simplify Exchange Traded Fun