Janney Montgomery Scott »

Simplify Exchange Traded Fun shares owned by Janney Montgomery Scott

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by Janney Montgomery Scott from 13F filings

Historical chart of Janney Montgomery Scott investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Janney Montgomery Scott 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 Janney Montgomery Scott

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 55k 22.91
2025-06-30 $1.1M 47k 23.32

More positions owned by Janney Montgomery Scott

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Ishs Core Sp 500 Etf ETF/Closed End (IVV)
Tech Sel Sect Spdr Etf ETF/Closed End (XLK)
Amazoncom Common Stock (AMZN)
Broadcom Common Stock (AVGO)
Inv Qqq Etf ETF/Closed End (QQQ)
Jpmorgan Chase Common Stock (JPM)
Alphabet Inc A Common Stock (GOOGL)
Spdr Sp 500 Etf ETF/Closed End (SPY)
Comm Svcs Sel Spdr Etf ETF/Closed End (XLC)
Jpm Betabldrs U S Eq Etf ETF/Closed End (BBUS)
Finl Sel Sect Spdr Etf ETF/Closed End (XLF)
Hlthcr Sel Sect Spdr Etf ETF/Closed End (XLV)

View all positions for Janney Montgomery Scott

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Altiora Financial Group
LPL Financial
Park Edge Advisors
Insight Wealth Strategies
Wealth Enhancement Advisory Services
Commonwealth Equity Services
NewEdge Wealth
Prime Capital Investment Advisors
Flagship Harbor Advisors
Goss Wealth Management
Kensington Asset Management
Mid-American Wealth Advisory Group
Steward Partners Investment Advisory
Security National Bank

View all funds holding Simplify Exchange Traded Fun