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Simplify Exchange Traded Fun shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CRDT) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 129k 23.66
2025-06-30 $2.7M 114k 23.89
2025-03-31 $3.0M 119k 25.53
2024-12-31 $2.6M 104k 25.10
2024-09-30 $2.8M 111k 25.33