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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.98K+ 96.6% |
$111K - $120K
|
8.1K
$220K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.57K+ 9.26% |
$99.2K - $108K
|
42.1K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.47KNew |
$96.5K - $105K
|
3.47K
$94.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.37K+ 19.44% |
$93.7K - $102K
|
20.7K
$561K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
3.2K+ 16.63% |
$89K - $96.7K
|
22.4K
$608K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.19K+ 0.96% |
$88.8K - $96.4K
|
335K
$9.08M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.1KNew |
$86.3K - $93.7K
|
3.1K
$84.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.51KNew |
$69.8K - $75.8K
|
2.51K
$68K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.39K+ 0.74% |
$66.4K - $72.2K
|
327K
$8.87M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
2.37KNew |
$65.9K - $71.6K
|
2.37K
$64.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.17K+ 10.95% |
$60.4K - $65.6K
|
22K
$597K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.8K+ 1.6% |
$50K - $54.3K
|
114K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.49K+ 17.23% |
$41.4K - $45K
|
10.1K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.2KNew |
$33.4K - $36.3K
|
1.2K
$32.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
941+ 5.86% |
$26.2K - $28.4K
|
17K
$461K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
587New |
$16.3K - $17.7K
|
587
$15.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
548New |
$15.2K - $16.6K
|
548
$14.9K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
517+ 2.68% |
$14.4K - $15.6K
|
19.8K
$537K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
474New |
$13.2K - $14.3K
|
474
$12.9K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
403+ 2.96% |
$11.2K - $12.2K
|
14K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
384New |
$10.7K - $11.6K
|
384
$10.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
224+ 53.85% |
$6.23K - $6.77K
|
640
$17.4K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.78K - $3.02K
|
100
$2.71K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
100New |
$2.78K - $3.02K
|
100
$2.71K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
71+ 0.57% |
$1.97K - $2.14K
|
12.4K
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
40+ 0.08% |
$1.11K - $1.21K
|
51.3K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
34+ 5.0% |
$946 - $1.03K
|
714
$19.4K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
30New |
$834 - $906
|
30
$813
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16+ 1.43% |
$445 - $483
|
1.14K
$30.8K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$27.8 - $30.2
|
13.6K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-91- 0.47% |
$2.53K - $2.75K
|
19.2K
$520K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-133- 6.7% |
$3.7K - $4.02K
|
1.85K
$50.2K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-159- 1.65% |
$4.42K - $4.8K
|
9.46K
$256K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-192- 50.0% |
$5.34K - $5.8K
|
192
$5.21K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-392- 42.7% |
$10.9K - $11.8K
|
526
$14.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-394- 0.43% |
$11K - $11.9K
|
92K
$2.49M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-465- 3.09% |
$12.9K - $14K
|
14.6K
$395K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-951- 4.61% |
$26.4K - $28.7K
|
19.7K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-970- 43.46% |
$27K - $29.3K
|
1.26K
$34.2K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.19K- 3.52% |
$33.1K - $36K
|
32.6K
$885K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-1.59K- 10.35% |
$44.3K - $48.2K
|
13.8K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.79K- 8.94% |
$49.6K - $53.9K
|
18.2K
$493K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.02K- 45.31% |
$83.9K - $91.1K
|
3.64K
$98.7K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.18K- 41.73% |
$144K - $156K
|
7.23K
$196K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-5.26K- 13.49% |
$146K - $159K
|
33.7K
$915K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.56K- 33.14% |
$182K - $198K
|
13.2K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.86K- 1.47% |
$191K - $207K
|
459K
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.72K- 46.76% |
$242K - $263K
|
9.93K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 47.33% |
$299K - $325K
|
12K
$325K
|