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Simplify Exchange Traded Fun shares owned by SFG Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by SFG Wealth Management from 13F filings

Historical chart of SFG Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $495k 22k 22.91
2025-03-31 $1.9M 83k 22.94
2024-12-31 $704k 32k 21.81
2024-06-30 $528k 23k 22.97

More positions owned by SFG Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Series Trust Nyse Tech Etf (XNTK)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
The Alger Etf Trust Ai Enablers Adop (ALAI)

View all positions for SFG Wealth Management

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View all funds holding Simplify Exchange Traded Fun