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Simplify Exchange Traded Fun shares owned by Prime Capital Investment Advisors

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

Historical chart of Prime Capital Investment 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 Prime Capital Investment 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 Prime Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.7M 291k 22.91
2025-06-30 $6.5M 278k 23.32
2025-03-31 $12M 511k 22.94

More positions owned by Prime Capital Investment Advisors

Vanguard Index Fds Total Stk Mkt Etf (VTI)
Ishares Tr Core Us Aggbd Et Etf (AGG)
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)
Ishares Tr Core S&p Ttl Stk Etf (ITOT)
Nvidia Corporation Option (NVDA)
Apple Option (AAPL)
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK)
Microsoft Corp Stock (MSFT)
Schwab Strategic Tr Intl Eqty Etf Etf (SCHF)
Ishares Tr Core S&p500 Etf Etf (IVV)
Vanguard Index Fds Value Etf Etf (VTV)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Invesco Qqq Tr Unit Ser 1 Option (QQQ)
Wisdomtree Tr Us Qtly Div Grt Etf (DGRW)
Vanguard World Fd Mega Grwth Ind Etf (MGK)

View all positions for Prime Capital Investment Advisors

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