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Simplify shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Simplify (CTAP) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Simplify

Tip: Access up to 7 years of quarterly data

All positions including Simplify held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7M 65k 26.41

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View all positions for Kestra Advisory Services

Top funds holding Simplify

CWM
Mather Group
Tactive Advisors
Simplify Asset Management
Professional Financial Advisors
Commonwealth Equity Services
Wedbush Morgan Securities
Kestra Advisory Services
Pekin, Singer Strauss Asset Management
Triton Wealth Management, P
Magnolia Private Wealth
Chicago Partners Investment
Reyes Financial Architecture
AE Wealth Management
Deane Retirement Strategies

View all funds holding Simplify