Simplify Exchange Traded Fun shares owned by FMA Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by FMA Wealth Management
from 13F filings
Historical chart of FMA Wealth Management investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by FMA Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 55k | 27.97 |
| 2025-06-30 | $1.2M | 47k | 26.74 |
| 2025-03-31 | $1.1M | 40k | 28.73 |
| 2024-12-31 | $1.1M | 40k | 27.89 |
| 2024-09-30 | $1.0M | 40k | 26.00 |
| 2024-06-30 | $972k | 36k | 26.92 |
| 2024-03-31 | $718k | 29k | 24.95 |
| 2023-12-31 | $345k | 15k | 23.60 |