Halbert Hargrove Global Advisors »

Simplify Exchange Traded Fun shares owned by Halbert Hargrove Global Advisors

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

Historical chart of Halbert Hargrove Global 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 Halbert Hargrove Global Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Halbert Hargrove Global Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3k 61 21.13

More positions owned by Halbert Hargrove Global Advisors

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Effic Core Fd (NTSX)
Ishares Tr U S Equity Factr (LRGF)
Wisdomtree Tr U S Adaptive Mvn (WAMA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Intl Eqty Factor (INTF)
Series Portfolios Tr Acuitas Sml Cap (AIMS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Wisdomtree Tr Intl Ad Mo Av Fd (WIMA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Micro-cap Etf (IWC)

View all positions for Halbert Hargrove Global Advisors

Top funds holding Simplify Exchange Traded Fun

Signature Estate and Investment Advisors
Envestnet Asset Management
AE Wealth Management
Park Edge Advisors
Insight Wealth Strategies
Altiora Financial Group
Principal Securities
Drive Wealth Management
CLS Investments
LPL Financial
Flagship Harbor Advisors
Meridian Wealth Management
Soltis Investment Advisors
Envestnet Portfolio Solutions
WCG Wealth Advisors

View all funds holding Simplify Exchange Traded Fun