Purchases and Sales Made in Q3 2025 in Simplify Exch.Trad Fds Simplif (CDX)
This table provides information about the institutional ownership of Simplify Exch.Trad Fds Simplif (CDX) during Q3 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH.TRAD FDS SIMPLIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
515KNew |
$11.7M - $12M
|
515K
$11.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
179KNew |
$4.08M - $4.18M
|
179K
$4.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
115KNew |
$2.63M - $2.69M
|
115K
$2.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
106K+ 17.3% |
$2.42M - $2.47M
|
719K
$16.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
58.2KNew |
$1.33M - $1.36M
|
58.2K
$1.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
52.6K+ 106.4% |
$1.2M - $1.23M
|
102K
$2.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
19.6KNew |
$447K - $458K
|
19.6K
$445K
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
18.6K+ 10.51% |
$423K - $434K
|
195K
$4.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.9KNew |
$248K - $254K
|
10.9K
$247K
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
9.54KNew |
$217K - $223K
|
9.54K
$216K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.98K+ 17.15% |
$182K - $186K
|
54.5K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.82K+ 1.31% |
$110K - $112K
|
374K
$8.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.41K+ 4.24% |
$77.7K - $79.5K
|
83.8K
$1.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.38K+ 24.93% |
$54.3K - $55.6K
|
11.9K
$271K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70New |
$1.59K - $1.63K
|
70
$1.59K
|