Simplify Exchange Traded Fun shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65M | 2.3M | 28.21 |
| 2025-06-30 | $2.3M | 85k | 27.08 |
| 2025-03-31 | $996k | 34k | 29.60 |
| 2024-12-31 | $290k | 10k | 27.89 |
| 2024-06-30 | $277k | 10k | 26.92 |
| 2024-03-31 | $1.7M | 67k | 24.95 |
| 2023-09-30 | $847k | 31k | 27.55 |
More positions owned by Wealth Enhancement Advisory Services
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