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Simplify Exchange Traded Fun shares owned by CWM

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) 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
2024-09-30 $14M 471k 28.88
2024-06-30 $10M 371k 27.67
2024-03-31 $8.7M 328k 26.49
2023-12-31 $903k 36k 25.27
2023-09-30 $717k 29k 24.36
2023-06-30 $47k 1.9k 24.82