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Simplify Exchange Traded Fun shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 73k 22.91
2025-06-30 $2.2M 93k 23.32

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View all positions for Private Advisor

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