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Simplify Exchange Traded Fun shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 134k 22.91

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Us Treas Bd Etf (GOVT)
Amazon (AMZN)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Drive Wealth Management

Top funds holding Simplify Exchange Traded Fun

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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