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Simplify Exchange Traded Fun shares owned by CWM

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (FOXY) shares owned by CWM from 13F filings

Historical chart of CWM investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 536 27.99
2025-06-30 $2.0k 76 26.32

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Bnp Paribas Arbitrage, Snc
Park Edge Advisors
Change Path
Encompass More Asset Management
Pekin, Singer Strauss Asset Management
CWM
Principal Securities

View all funds holding Simplify Exchange Traded Fun