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Simplify Exchange Traded Fun shares owned by Independent Wealth Advisors

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

Historical chart of Independent Wealth 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 Independent Wealth 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 Independent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 102k 21.34
2025-12-31 $2.4M 106k 22.27

More positions owned by Independent Wealth Advisors

Spdr Gold Tr Gold Shs (GLD)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Gold Tr Ishares New (IAU)
Strategy Day Hagan Smart (SSUS)
Vanguard World Mega Cap Index (MGC)
Ishares Silver Tr Ishares (SLV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Independent Wealth 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