Western Wealth Management »

Simplify Exchange Traded Fun shares owned by Western Wealth Management

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

Historical chart of Western 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 Western Wealth 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $62k 2.9k 21.34

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth 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