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Simplify Exchange Traded Fun shares owned by Baird Financial

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Baird Financial from 13F filings

Historical chart of Baird Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Baird Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.3M 159k 27.26
2025-09-30 $2.6M 92k 27.97
2025-06-30 $2.0M 75k 26.74
2025-03-31 $839k 28k 29.60

More positions owned by Baird Financial

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Jpmorgan Chase Common (JPM)
Alphabet Inc Cap Stk Cl C Common (GOOG)
Berkshire Hathaway Inc Del Cl B Common (BRK.B)
Ishares Tr Rus 1000 Grw Etf Common (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt Common (VEA)
Ishares Tr Rus 1000 Val Etf Common (IWD)
Ge Aerospace Common (GE)
Meta Platforms Inc Cl A Common (META)
Ge Vernova Common (GEV)
Amazon Common (AMZN)
Home Depot Common (HD)
Johnson Johnson Common (JNJ)
Nvidia Corporation Common (NVDA)

View all positions for Baird Financial

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
LPL Financial
AE Wealth Management
Independence Wealth Advisors
IAG Wealth Partners
Altiora Financial Group
Peak Financial Advisors
Assetmark
HighTower Advisors
CLS Investments
Envestnet Asset Management
Wiley Bros.-aintree Capital
Abbington Investment Group

View all funds holding Simplify Exchange Traded Fun