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Simplify Exchange Traded Fun shares owned by Betterment

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

Historical chart of Betterment investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $559k 20k 27.97
2025-06-30 $531k 20k 26.73
2025-03-31 $586k 20k 29.60
2024-12-31 $538k 19k 27.91
2024-09-30 $477k 18k 25.99

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Ishares Tr Core Us Aggbd Et (AGG)
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SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
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SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
AE Wealth Management
LPL Financial
IAG Wealth Partners
Envestnet Asset Management
Private Advisor
Peak Financial Advisors
HighTower Advisors
CLS Investments
New York Life Investment Management
Beacon Capital Management
Altiora Financial Group
Beacon Capital Management

View all funds holding Simplify Exchange Traded Fun