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Simplify Exchange Traded Fun shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Trajan Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $411k 18k 22.91

More positions owned by Trajan Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Meta Platforms Cl A (META)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Apple (AAPL)
Mastercard Incorporated Cl A (MA)
Roblox Corp Cl A (RBLX)
Amazon (AMZN)
AmerisourceBergen (COR)
Booking Holdings (BKNG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Enbridge (ENB)

View all positions for Trajan Wealth

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