Simplify Exchange Traded Fun shares owned by LPL Financial
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 833k | 27.97 |
| 2025-06-30 | $23M | 854k | 26.74 |
| 2025-03-31 | $22M | 744k | 29.60 |
| 2024-12-31 | $12M | 420k | 27.89 |
| 2024-09-30 | $8.5M | 326k | 26.00 |
| 2024-06-30 | $7.7M | 287k | 26.92 |
| 2024-03-31 | $8.3M | 333k | 24.95 |
| 2023-09-30 | $901k | 33k | 27.55 |
| 2023-06-30 | $792k | 31k | 25.50 |
| 2023-03-31 | $720k | 31k | 23.42 |