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Simplify Exchange Traded Fun shares owned by Colony

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

Historical chart of Colony investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Colony

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 179k 22.91
2025-06-30 $3.9M 167k 23.32

More positions owned by Colony

Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Colony

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