Simplify Exchange Traded Fun shares owned by AE Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (PFIX) 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 | $1.2k | 24 | 48.63 |
| 2025-06-30 | $1.5k | 28 | 52.61 |
| 2025-03-31 | $1.6k | 34 | 47.97 |
| 2024-12-31 | $2.3k | 44 | 52.57 |
| 2023-12-31 | $3.7M | 77k | 47.53 |
| 2022-09-30 | $1.5M | 22k | 68.18 |