Synergy Financial Management »

Simplify Exchange Traded Fun shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial 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 Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $540k 26k 21.12

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr 0-3 Mth Treasury (SGOV)
Oruka Therapeutics (ORKA)
Visa Com Cl A (V)
Amphenol Corp Cl A (APH)
Bank of America Corporation (BAC)
Meta Platforms Cl A (META)
Micron Technology (MU)
Ascendis Pharma A/s Ord Shs (ASND)
Raytheon Technologies Corp (RTX)

View all positions for Synergy Financial Management

Top funds holding Simplify Exchange Traded Fun

Signature Estate and Investment Advisors
Envestnet Asset Management
AE Wealth Management
Park Edge Advisors
Insight Wealth Strategies
Altiora Financial Group
Principal Securities
Drive Wealth Management
CLS Investments
LPL Financial
Flagship Harbor Advisors
Meridian Wealth Management
Soltis Investment Advisors
Envestnet Portfolio Solutions
WCG Wealth Advisors

View all funds holding Simplify Exchange Traded Fun