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Simplify shares owned by AE Wealth Management

Quarter-by-quarter ownership of Simplify (CTAP) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Simplify

Tip: Access up to 7 years of quarterly data

All positions including Simplify held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.2k 155 26.78

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Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Pimco Etf Tr Multisector Bd (PYLD)
Meta Platforms Cl A (META)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for AE Wealth Management

Top funds holding Simplify

Mather Group
Simplify Asset Management
Professional Financial Advisors
Commonwealth Equity Services
Wedbush Morgan Securities
Pekin, Singer Strauss Asset Management
Triton Wealth Management, P
Magnolia Private Wealth
Zions Bancorporation, National Association
AE Wealth Management
Deane Retirement Strategies

View all funds holding Simplify