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Simplify Exchange Traded Fun shares owned by LPL Financial

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 796k 22.91
2025-06-30 $9.8M 422k 23.32
2025-03-31 $748k 33k 22.94
2024-12-31 $564k 26k 21.81
2024-09-30 $490k 21k 23.74

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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