AE Wealth Management »

Simplify Exchange Traded Fun shares owned by AE Wealth Management

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

Historical chart of AE 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 AE 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 50k 23.66
2025-06-30 $1.2M 52k 23.89
2025-03-31 $1.3M 51k 25.53

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Simplify Exchange Traded Fun

Kovitz Investment Group Partners
Ascension Capital Advisors
Continuum Advisory
Authentikos Wealth Advisory
Mid-American Wealth Advisory Group
Wealthcare Advisory Partners
Jpmorgan Chase & Co
Jane Street
Steward Partners Investment Advisory
AE Wealth Management
Sunbelt Securities
Cresset Asset Management
Envestnet Asset Management
Principal Securities
Napa Wealth Management

View all funds holding Simplify Exchange Traded Fun