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Simplify Exchange Traded Fun shares owned by CLG

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

Historical chart of CLG investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by CLG

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.9M 108k 26.74
2025-03-31 $3.5M 119k 29.60
2024-12-31 $2.7M 98k 27.89

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View all positions for CLG

Top funds holding Simplify Exchange Traded Fun

Wealth Enhancement Advisory Services
CWM
Boothe Investment Group
AE Wealth Management
Independence Wealth Advisors
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

View all funds holding Simplify Exchange Traded Fun