Simplify Exchange Traded Fun shares owned by CWM
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by CWM
from 13F filings
Historical chart of CWM investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by CWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $73M | 2.6M | 27.97 |
| 2025-06-30 | $64M | 2.4M | 26.74 |
| 2025-03-31 | $668k | 23k | 29.58 |
| 2024-12-31 | $432k | 16k | 27.87 |
| 2024-09-30 | $306k | 12k | 26.03 |
| 2024-06-30 | $206k | 7.6k | 26.96 |
| 2024-03-31 | $148k | 5.9k | 24.92 |
| 2023-12-31 | $152k | 6.5k | 23.56 |
| 2023-09-30 | $10k | 348 | 28.74 |