Simplify Exchange Traded Fun shares owned by Fermata Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata 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 Fermata 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 Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $994k | 36k | 27.97 |
| 2025-06-30 | $926k | 35k | 26.74 |
| 2025-03-31 | $652k | 22k | 29.60 |
| 2024-12-31 | $554k | 20k | 27.89 |
| 2024-09-30 | $399k | 15k | 26.00 |
| 2024-06-30 | $405k | 15k | 26.92 |
| 2024-03-31 | $368k | 15k | 24.95 |
| 2023-12-31 | $351k | 15k | 23.60 |
| 2023-09-30 | $386k | 14k | 27.55 |
| 2023-06-30 | $243k | 9.5k | 25.49 |
| 2022-12-31 | $358k | 14k | 26.01 |