Cary Street Partners Financial »

Simplify Exchange Traded Fun shares owned by Cary Street Partners Financial

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

Historical chart of Cary Street Partners 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 Cary Street Partners Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Cary Street Partners Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $872k 31k 27.97
2025-06-30 $551k 21k 26.74

More positions owned by Cary Street Partners Financial

Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Growth Etf Etf (VUG)
Fairlead Tactical Sector ETF Etf (TACK)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Tcw Flexible Income Etf Etf (FLXR)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Jpmorgan Income Etf Etf (JPIE)
Amazon Stock (AMZN)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Vanguard Small-cap Etf Etf (VB)
Jpmorgan Active Growth Etf Etf (JGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Cary Street Partners Financial

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