Simplify Exchange Traded Fun shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 92k | 27.97 |
| 2025-06-30 | $3.2M | 121k | 26.74 |
| 2025-03-31 | $3.6M | 120k | 29.60 |
| 2024-12-31 | $1.7M | 62k | 27.89 |
| 2024-09-30 | $763k | 29k | 26.00 |
| 2024-06-30 | $441k | 16k | 26.92 |
| 2024-03-31 | $359k | 14k | 24.95 |
| 2023-12-31 | $289k | 12k | 23.60 |
| 2023-09-30 | $237k | 8.6k | 27.55 |
| 2023-06-30 | $220k | 8.6k | 25.50 |
More positions owned by Wealthcare Advisory Partners
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