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Simplify Exchange Traded Fun shares owned by CI Private Wealth

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (KNRG) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $339 13k 0.03

More positions owned by CI Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for CI Private Wealth

Top funds holding Simplify Exchange Traded Fun

Kayne Anderson Capital Advisors, L.p
AG Asset Advisory
Magnus Financial Group
Belpointe Asset Management
Change Path
Pekin, Singer Strauss Asset Management
United Capital Financial Advisers
HB Wealth Management
Accelerate Investment Advisors
Citadel Advisors
Exit Wealth Advisors
CI Private Wealth
Jane Street
Hazlett, Burt & Watson

View all funds holding Simplify Exchange Traded Fun