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Simplify shares owned by Tactive Advisors

Quarter-by-quarter ownership of Simplify (CTAP) shares owned by Tactive Advisors from 13F filings

Historical chart of Tactive Advisors investment in Simplify

Tip: Access up to 7 years of quarterly data

All positions including Simplify held by Tactive Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify by Tactive Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.9M 109k 26.41

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Trust For Professional Man Convergence Lng (CLSE)
Flexshares Tr Ultr Sho Inc Fd (RAVI)
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Vanguard World Mega Grwth Ind (MGK)

View all positions for Tactive Advisors

Top funds holding Simplify

CWM
Mather Group
Tactive Advisors
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
Reyes Financial Architecture
AE Wealth Management
Deane Retirement Strategies

View all funds holding Simplify