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Simplify Exchange Traded Fun shares owned by Great Lakes Retirement

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CRDT) shares owned by Great Lakes Retirement from 13F filings

Historical chart of Great Lakes Retirement investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Great Lakes Retirement consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Great Lakes Retirement

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 14k 23.66
2025-06-30 $353k 15k 23.89
2025-03-31 $416k 16k 25.53

More positions owned by Great Lakes Retirement

Spdr Series Trust Portfolio Agrgte (SPAB)
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Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Vanguard Scottsdale Fds Int Term Corp (VCIT)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Amazon (AMZN)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Covington Trust Momentum Factr (FDMO)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Devon Energy Corporation (DVN)
Spdr Series Trust Prtflo Sp500 Vl (SPYV)
Charles Schwab Corporation (SCHW)

View all positions for Great Lakes Retirement

Top funds holding Simplify Exchange Traded Fun

Kovitz Investment Group Partners
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Mid-American Wealth Advisory Group
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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