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
Download as csv
Download as Excel
Quarterly reported holdings in Simplify Exchange Traded Fun by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 890k | 27.97 |
| 2025-06-30 | $32M | 1.2M | 26.74 |
| 2025-03-31 | $29M | 972k | 29.60 |
| 2024-12-31 | $18M | 661k | 27.89 |
| 2024-09-30 | $2.5M | 96k | 26.00 |
| 2022-12-31 | $946k | 36k | 26.01 |