Simplify Exchange Traded Fun shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 47k | 27.97 |
| 2025-06-30 | $988k | 37k | 26.74 |
| 2025-03-31 | $596k | 20k | 29.60 |
| 2024-12-31 | $300k | 11k | 27.89 |
| 2024-09-30 | $262k | 10k | 26.00 |
| 2023-09-30 | $245k | 8.9k | 27.55 |
| 2023-06-30 | $257k | 10k | 25.50 |
| 2023-03-31 | $236k | 10k | 23.42 |
| 2022-12-31 | $262k | 10k | 26.01 |
| 2022-09-30 | $407k | 14k | 29.35 |