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Simplify Exchange Traded Fun shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $997k 43k 23.32
2025-03-31 $961k 42k 22.94
2024-12-31 $828k 38k 21.81
2024-09-30 $936k 39k 23.74
2024-06-30 $971k 42k 22.97
2024-03-31 $988k 43k 22.92
2023-12-31 $819k 36k 22.81
2023-09-30 $495k 23k 21.60