Worth Asset Management »

Simplify Exchange Traded Fun shares owned by Worth Asset Management

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

Historical chart of Worth 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 Worth 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 46k 22.27
2025-09-30 $449k 20k 22.91

More positions owned by Worth Asset Management

Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Capital Group Core Balanced Etf Etf (CGBL)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Vanguard Mega Cap Growth Etf Etf (MGK)
Apple Stock (AAPL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Nasdaq 100 Etf Etf (QQQM)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Vanguard Growth Etf Etf (VUG)
State Street Spdr S&p Biotech Etf Etf (XBI)

View all positions for Worth Asset Management

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
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Insight Wealth Strategies
Commonwealth Equity Services
Drive Wealth Management
NewEdge Wealth
Meridian Wealth Management
CLS Investments
Prime Capital Investment Advisors
Flagship Harbor Advisors
Goss Wealth Management
Mid-American Wealth Advisory Group
Kensington Asset Management

View all funds holding Simplify Exchange Traded Fun