Simplify Exchange Traded Fun shares owned by AE Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HIGH) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun 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 Exchange Traded Fun by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 846k | 23.09 |
| 2025-06-30 | $20M | 828k | 24.23 |
| 2025-03-31 | $7.4M | 620k | 12.00 |
| 2024-12-31 | $13M | 574k | 23.02 |
| 2024-09-30 | $2.7M | 117k | 23.45 |
| 2024-06-30 | $3.1M | 126k | 24.30 |
| 2024-03-31 | $1.9M | 76k | 24.40 |
| 2023-12-31 | $4.1M | 169k | 24.49 |