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Simplify Exchange Traded Fun shares owned by CWM

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MAXI) 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 $4.0k 139 28.78
2025-06-30 $4.0k 126 31.75
2025-03-31 $2.0k 121 16.53
2024-12-31 $3.0k 120 25.00
2024-09-30 $2.0k 101 19.80

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

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