Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: CTA
- CUSIP Number: 82889n699
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Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Orion Portfolio Solutions | 578k | $14M | 100% | Dec 2023 |
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Clear Creek Financial Management | 298k | $7.0M | 135% | Dec 2023 |
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Peak Financial Advisors | 221k | $5.2M | 4% | Dec 2023 |
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Miracle Mile Advisors | 172k | $4.0M | 100% | Dec 2023 |
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Envestnet Asset Management | 154k | $4.2M | -4% | Sep 2023 |
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Simplify Asset Management | 153k | $3.6M | -18% | Dec 2023 |
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Financial Enhancement | 93k | $2.2M | 7% | Dec 2023 |
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ORG Partners | 66k | $1.6M | 224% | Dec 2023 |
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Private Advisor | 61k | $1.4M | -15% | Dec 2023 |
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Wealthsource Partners | 59k | $1.4M | -15% | Dec 2023 |
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Jane Street | 55k | $1.3M | 304% | Dec 2023 |
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Cambria Investment Management | 45k | $1.2M | 100% | Sep 2023 |
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Moors & Cabot | 41k | $959k | 323% | Dec 2023 |
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Aries Wealth Management | 39k | $928k | 22% | Dec 2023 |
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H D Vest Advisory Services | 37k | $867k | 62% | Dec 2023 |
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Royal Bank of Canada | 35k | $820k | -4% | Dec 2023 |
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LPL Financial | 33k | $901k | 5% | Sep 2023 |
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Oakmont Partners | 18k | $431k | 0% | Dec 2023 |
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Cambridge Advisors | 18k | $418k | 13% | Dec 2023 |
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Branch Banking & Trust Company | 16k | $384k | -56% | Dec 2023 |
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Fermata Advisors | 15k | $351k | 6% | Dec 2023 |
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FMA Wealth Management | 15k | $345k | 100% | Dec 2023 |
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CSS | 13k | $300k | 100% | Dec 2023 |
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Wealthcare Advisory Partners | 12k | $289k | 42% | Dec 2023 |
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National Bank Of Canada /fi/ | 12k | $285k | 20% | Dec 2023 |
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We Are One Seven | 11k | $251k | 11% | Dec 2023 |
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Ironsides Asset Advisors | 9.4k | $221k | -16% | Dec 2023 |
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Commonwealth Equity Services | 8.6k | $204k | -2% | Dec 2023 |
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CWM | 6.5k | $152k | 1754% | Dec 2023 |
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UBS Group | 5.6k | $133k | 430% | Dec 2023 |
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Qube Research & Technologies | 2.3k | $63k | 0% | Sep 2023 |
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Sunbelt Securities | 1.9k | $45k | 100% | Dec 2023 |
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Brian McDonald | 924.00 | $26k | 100% | Sep 2023 |
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Solstein Capital | 680.00 | $16k | -89% | Dec 2023 |
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Atticus Wealth Management | 508.00 | $12k | -18% | Dec 2023 |
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Geneos Wealth Management | 500.00 | $12k | 100% | Dec 2023 |
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Hobbs Group Advisors | 448.00 | $11k | 100% | Dec 2023 |
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IFP Advisors | 135.00 | $3.2k | -40% | Dec 2023 |
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Able Wealth Management | 117.00 | $2.8k | 100% | Dec 2023 |
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Harbour Investments | 94.00 | $2.2k | 100% | Dec 2023 |
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Principal Securities | 91.00 | $2.1k | 100% | Dec 2023 |
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FMR | 2.00 | $55.000000 | 100% | Sep 2023 |
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Who sold out of Simplify Exchange Traded Fun?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Pacific Financial Group | Sep 2023 | 177k | $4.9M |
Lakeview Capital Partners | Sep 2023 | 148k | $4.1M |
Proficio Capital Partners | Jun 2023 | 54k | $1.4M |
Emerald Investment Partners | Sep 2023 | 34k | $932k |
Wealth Enhancement Advisory Services | Sep 2023 | 31k | $847k |
Susquehanna International | Jun 2023 | 25k | $641k |
David Allen | Jun 2023 | 24k | $599k |
HPM Partners | Sep 2023 | 19k | $523k |
Springbok Capital Management | Jun 2023 | 9.2k | $235k |
Kestra Advisory Services | Sep 2023 | 8.9k | $245k |
Silverlake Wealth Management | Sep 2023 | 7.3k | $202k |
Kestra Private Wealth Services | Sep 2023 | 7.3k | $201k |
Bank Of Montreal | Sep 2023 | 2.3k | $62k |
Advisor Group Holdings | Sep 2023 | 236.00 | $6.5k |
Morgan Stanley | Jun 2023 | 2.00 | $51.000000 |