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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

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Quarterly 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