Simplify Exchange Traded Fun shares owned by Napa Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by Napa Wealth Management
from 13F filings
Historical chart of Napa Wealth Management investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Napa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $514k | 22k | 22.91 |
| 2025-06-30 | $512k | 22k | 23.32 |
| 2025-03-31 | $532k | 23k | 22.94 |
| 2024-12-31 | $567k | 26k | 21.81 |
| 2024-09-30 | $433k | 18k | 23.74 |