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Simplify Exchange Traded Fun shares owned by CWM

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

Historical chart of CWM investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $120k 5.4k 22.18

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View all positions for CWM

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Altiora Financial Group
Park Edge Advisors
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Insight Wealth Strategies
Commonwealth Equity Services
Drive Wealth Management
NewEdge Wealth
Meridian Wealth Management
CLS Investments
Prime Capital Investment Advisors
Flagship Harbor Advisors
Goss Wealth Management
Mid-American Wealth Advisory Group
Kensington Asset Management

View all funds holding Simplify Exchange Traded Fun