Simplify Exchange Traded Fun shares owned by Aries Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Aries Wealth Management
from 13F filings
Historical chart of Aries 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 Aries Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Aries Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 55k | 27.97 |
| 2025-06-30 | $1.5M | 56k | 26.74 |
| 2025-03-31 | $1.5M | 51k | 29.60 |
| 2024-12-31 | $1.4M | 51k | 27.89 |
| 2024-09-30 | $1.2M | 44k | 26.00 |
| 2024-06-30 | $1.1M | 41k | 26.92 |
| 2024-03-31 | $983k | 39k | 24.95 |
| 2023-12-31 | $928k | 39k | 23.60 |
| 2023-09-30 | $861k | 32k | 26.65 |
| 2023-06-30 | $564k | 22k | 25.50 |
| 2023-03-31 | $551k | 24k | 23.42 |
| 2022-12-31 | $617k | 24k | 26.01 |
| 2022-09-30 | $583k | 20k | 29.71 |
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