Simplify Exchange Traded Fun shares owned by Optivise Advisory Services
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Optivise Advisory Services
from 13F filings
Historical chart of Optivise Advisory Services investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Optivise Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 90k | 27.97 |
| 2025-06-30 | $2.0M | 77k | 26.74 |
| 2025-03-31 | $1.8M | 61k | 29.60 |
| 2024-12-31 | $1.1M | 40k | 27.89 |
| 2024-09-30 | $1.1M | 41k | 26.00 |
| 2024-06-30 | $817k | 30k | 26.92 |
More positions owned by Optivise Advisory Services
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