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Simplify Exchange Traded Fun shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $379 18 21.11

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Apple (AAPL)
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Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

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