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Simplify Exchange Traded Fun shares owned by Summit Financial

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

Historical chart of Summit 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 Summit 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 126k 22.91
2025-06-30 $2.7M 116k 23.32
2025-03-31 $3.4M 146k 22.94
2024-12-31 $383k 18k 21.81

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View all positions for Summit 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