Simplify Exchange Traded Fun shares owned by Independent Financial Group
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $718k | 24k | 30.22 |
| 2025-09-30 | $347k | 12k | 27.97 |
| 2025-06-30 | $304k | 11k | 26.74 |
| 2025-03-31 | $327k | 11k | 29.60 |
| 2024-12-31 | $289k | 10k | 27.89 |
| 2024-09-30 | $284k | 11k | 26.00 |
| 2024-06-30 | $298k | 11k | 26.92 |
| 2024-03-31 | $288k | 12k | 24.95 |
| 2023-12-31 | $238k | 10k | 23.60 |
| 2023-09-30 | $262k | 9.5k | 27.55 |
| 2022-12-31 | $292k | 11k | 26.01 |
More positions owned by Independent Financial Group
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