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Simplify Exchange Traded Fun shares owned by Ascension Capital Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CRDT) shares owned by Ascension Capital Advisors from 13F filings

Historical chart of Ascension Capital Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Ascension Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 615k 23.66
2025-06-30 $15M 611k 23.89

More positions owned by Ascension Capital Advisors

First Tr Exchange Traded Risng Divd Achiv (RDVY)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Ark Etf Tr Innovation Etf (ARKK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Simplify Exchange Traded Fun Simplify Opport (CRDT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Residential Mult (REZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)

View all positions for Ascension Capital Advisors

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