Wedbush Morgan Securities »

Simplify Exchange Traded Fun shares owned by Wedbush Morgan Securities

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Wedbush Morgan Securities from 13F filings

Historical chart of Wedbush Morgan Securities investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Wedbush Morgan Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Wedbush Morgan Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $979k 35k 27.96
2025-06-30 $386k 14k 26.72

More positions owned by Wedbush Morgan Securities

Vanguard S&p 500 Etf idx (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Invesco Qqq Trust Series 1 (QQQ)
Alphabet Inc Class A cs (GOOGL)
Facebook Inc cl a (META)
Spdr S&p 500 Etf (SPY)
Tesla Motors (TSLA)
Alphabet Inc Class C cs (GOOG)
Ishares 0-3 Month Treasury Bd Etf (SGOV)
Palantir Technologies (PLTR)
JPMorgan Chase & Co. (JPM)

View all positions for Wedbush Morgan Securities

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
AE Wealth Management
LPL Financial
IAG Wealth Partners
Envestnet Asset Management
Private Advisor
Peak Financial Advisors
HighTower Advisors
CLS Investments
New York Life Investment Management
Beacon Capital Management
Altiora Financial Group
Beacon Capital Management

View all funds holding Simplify Exchange Traded Fun