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Simplify Exchange Traded Fun shares owned by Caerus Investment Advisors

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

Historical chart of Caerus Investment Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $243k 8.9k 27.26

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Apple (AAPL)
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Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Equity Market (DFUS)
Amazon (AMZN)

View all positions for Caerus Investment Advisors

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