Simplify Exchange Traded Fun shares owned by AE Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) 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 | $43M | 2.0M | 21.87 |
| 2025-06-30 | $43M | 1.9M | 22.03 |
| 2025-03-31 | $44M | 2.0M | 21.97 |
| 2024-12-31 | $34M | 1.6M | 21.22 |
| 2024-09-30 | $32M | 1.4M | 22.99 |
| 2024-06-30 | $22M | 1.0M | 21.32 |
| 2024-03-31 | $16M | 715k | 21.87 |
| 2023-12-31 | $15M | 664k | 22.71 |
| 2023-09-30 | $13M | 599k | 21.84 |
| 2023-06-30 | $12M | 546k | 22.68 |