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Simplify Exchange Traded Fun shares owned by Fortis Capital Advisors

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

Historical chart of Fortis Capital Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $429k 20k 21.34

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View all positions for Fortis Capital Advisors

Top funds holding Simplify Exchange Traded Fun

Signature Estate and Investment Advisors
Envestnet Asset Management
AE Wealth Management
Altiora Financial Group
Park Edge Advisors
Insight Wealth Strategies
LPL Financial
Drive Wealth Management
Principal Securities
NewEdge Wealth
CLS Investments
Prevail Innovative Wealth Advisors
Meridian Wealth Management
Prime Capital Investment Advisors
Flagship Harbor Advisors

View all funds holding Simplify Exchange Traded Fun