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Simplify Exchange Traded Fun shares owned by Sunbelt Securities

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CRDT) shares owned by Sunbelt Securities from 13F filings

Historical chart of Sunbelt Securities investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $785k 33k 23.66
2025-06-30 $199k 7.9k 25.10
2025-03-31 $742k 29k 25.53

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View all positions for Sunbelt Securities

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