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Simplify Exchange Traded Fun shares owned by Centennial Wealth Advisory

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

Historical chart of Centennial Wealth Advisory investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Centennial Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 84k 22.91
2025-06-30 $1.9M 80k 23.32
2025-03-31 $1.2M 53k 22.94
2024-12-31 $946k 43k 21.81
2024-09-30 $1.2M 49k 23.74

More positions owned by Centennial Wealth Advisory

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
First Tr Exchange-traded Core Investment (FTCB)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
NVIDIA Corporation (NVDA)

View all positions for Centennial Wealth Advisory

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Altiora Financial Group
LPL Financial
Park Edge Advisors
Insight Wealth Strategies
Wealth Enhancement Advisory Services
Commonwealth Equity Services
NewEdge Wealth
Prime Capital Investment Advisors
Flagship Harbor Advisors
Goss Wealth Management
Kensington Asset Management
Mid-American Wealth Advisory Group
Steward Partners Investment Advisory
Security National Bank

View all funds holding Simplify Exchange Traded Fun