Simplify Exchange Traded Fun shares owned by AE Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TYA) 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 |
|---|---|---|---|
| 2025-12-31 | $4.6M | 341k | 13.50 |
| 2025-09-30 | $9.3M | 681k | 13.61 |
| 2025-06-30 | $23M | 1.7M | 13.49 |
| 2025-03-31 | $21M | 1.6M | 13.23 |
| 2024-12-31 | $13M | 1.0M | 12.27 |
| 2024-09-30 | $12M | 803k | 14.37 |
| 2024-06-30 | $7.4M | 568k | 12.95 |
| 2024-03-31 | $6.2M | 466k | 13.35 |
| 2023-12-31 | $15M | 1.1M | 13.63 |
| 2023-09-30 | $12M | 938k | 12.71 |
| 2023-06-30 | $12M | 834k | 14.70 |