Purchases and Sales Made in Q1 2025 in Simplify Exch Traded Fds Simpl (CTA)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q1 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRADED FDS SIMPL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
203KNew |
$5.65M - $6.14M
|
203K
$5.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
128KNew |
$3.55M - $3.85M
|
128K
$3.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
123KNew |
$3.42M - $3.71M
|
123K
$3.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
69.1KNew |
$1.92M - $2.09M
|
69.1K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
58.3K+ 94.3% |
$1.62M - $1.76M
|
120K
$3.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 662.78% |
$924K - $1M
|
38.2K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.3K+ 223.97% |
$647K - $703K
|
33.6K
$945K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
21.2K+ 52.92% |
$589K - $640K
|
61.2K
$1.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
16.2KNew |
$451K - $489K
|
16.2K
$455K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
13.7K+ 107.26% |
$380K - $413K
|
26.4K
$743K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
12KNew |
$334K - $363K
|
12K
$337K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.6KNew |
$296K - $321K
|
10.6K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
10.2K+ 37.49% |
$284K - $309K
|
37.5K
$1.05M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.57K+ 9.26% |
$99.2K - $108K
|
42.1K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.37K+ 19.44% |
$93.7K - $102K
|
20.7K
$582K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.39K+ 0.74% |
$66.4K - $72.2K
|
327K
$9.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.17K+ 10.95% |
$60.4K - $65.6K
|
22K
$619K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
474New |
$13.2K - $14.3K
|
474
$13.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
224+ 53.85% |
$6.23K - $6.77K
|
640
$18K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
40+ 0.08% |
$1.11K - $1.21K
|
51.3K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
34+ 5.0% |
$946 - $1.03K
|
714
$20.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-26.8K- 30.73% |
$744K - $808K
|
60.3K
$1.69M
|