Simplify Exchange Traded Fun shares owned by Axim Planning & Wealth
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Axim Planning & Wealth
from 13F filings
Historical chart of Axim Planning & Wealth investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Axim Planning & Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Axim Planning & Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $345k | 13k | 27.26 |
| 2025-09-30 | $388k | 14k | 27.97 |
| 2025-06-30 | $727k | 27k | 26.74 |
| 2025-03-31 | $374k | 13k | 29.60 |