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Simplify Exchange Traded Fun shares owned by CLS Investments

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

Historical chart of CLS Investments investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $519k 23k 22.91
2025-06-30 $517k 22k 23.32
2025-03-31 $743k 32k 22.94
2024-12-31 $509k 23k 21.81
2024-09-30 $895k 38k 23.74
2024-06-30 $721k 31k 22.97

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
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Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)

View all positions for CLS Investments

Top funds holding Simplify Exchange Traded Fun

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View all funds holding Simplify Exchange Traded Fun