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Simplify Exchange Traded Fun shares owned by WealthCare Asset Management

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

Historical chart of WealthCare Asset 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 WealthCare Asset 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 WealthCare Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $359k 17k 21.34

More positions owned by WealthCare Asset Management

O'reilly Automotive (ORLY)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr U.s. Energy Etf (IYE)
Select Sector Spdr Tr State Street Ene (XLE)
Innovator Etfs Trust Equity Defined P (ZMAY)
Apple (AAPL)
Amazon (AMZN)
Wal-Mart Stores (WMT)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for WealthCare Asset Management

Top funds holding Simplify Exchange Traded Fun

Signature Estate and Investment Advisors
Envestnet Asset Management
AE Wealth Management
Altiora Financial Group
Park Edge Advisors
Insight Wealth Strategies
LPL Financial
Drive Wealth Management
Principal Securities
NewEdge Wealth
CLS Investments
Prevail Innovative Wealth Advisors
Meridian Wealth Management
Prime Capital Investment Advisors
Flagship Harbor Advisors

View all funds holding Simplify Exchange Traded Fun