Simplify Exchange Traded Fun shares owned by Stegent Equity Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Stegent Equity Advisors
from 13F filings
Historical chart of Stegent Equity Advisors investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Stegent Equity Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Stegent Equity Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $286k | 10k | 27.97 |
| 2025-06-30 | $809k | 30k | 26.74 |
| 2025-03-31 | $843k | 29k | 29.60 |
| 2023-03-31 | $269k | 12k | 23.42 |
| 2022-12-31 | $929k | 36k | 26.01 |
| 2022-09-30 | $4.0M | 136k | 29.33 |
| 2022-06-30 | $3.6M | 130k | 27.42 |