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Simplify Exchange Traded Fun shares owned by AE Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 96k 26.00
2022-12-31 $946k 36k 26.01

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for AE Wealth Management

Top funds holding Simplify Exchange Traded Fun

Wells Fargo & Company
Orion Portfolio Solutions
Envestnet Asset Management
Clear Creek Financial Management
Astor Investment Management
LPL Financial
Peak Financial Advisors
Beacon Capital Management
Longview Financial Advisors
Altiora Financial Group
Atria Investments
AE Wealth Management
Financial Enhancement
Miracle Mile Advisors
Resources Investment Advisors

View all funds holding Simplify Exchange Traded Fun