Simplify Exchange Traded Fun shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Simplify Exchange Traded Fun
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All positions including Simplify Exchange Traded Fun held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 261k | 27.97 |
| 2025-06-30 | $6.3M | 234k | 26.74 |
| 2025-03-31 | $2.3M | 77k | 29.60 |
| 2024-12-31 | $343k | 12k | 27.89 |
| 2024-09-30 | $299k | 12k | 26.00 |
| 2024-03-31 | $70k | 2.8k | 24.95 |
| 2023-09-30 | $6.5k | 236 | 27.55 |