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Simplify Exchange Traded Fun shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MAXI) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.1k 138 30.05
2025-03-31 $2.8k 138 20.03

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View all positions for Cape Investment Advisory

Top funds holding Simplify Exchange Traded Fun

Wealth Enhancement Advisory Services
Summit Financial
Cambridge Advisors
Mid-American Wealth Advisory Group
CLS Investments
Napa Wealth Management
Advisor Group Holdings
Luminist Capital
Caitlin John
Parallel Advisors
CWM
Cape Investment Advisory
Royal Bank of Canada
AE Wealth Management
Simplex Trading

View all funds holding Simplify Exchange Traded Fun