Purchases and Sales Made in Q2 2025 in Simplify Exch Traded Fds Simpl (CTA)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.35M+ 10420.48% |
$62.6M - $70.4M
|
2.38M
$66.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
307K+ 1687.42% |
$8.17M - $9.18M
|
325K
$9.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
213K+ 65.22% |
$5.68M - $6.38M
|
540K
$15.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
195K+ 30470.47% |
$5.19M - $5.83M
|
196K
$5.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
114K+ 56.25% |
$3.04M - $3.42M
|
318K
$8.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
103KNew |
$2.75M - $3.09M
|
103K
$2.9M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
80K+ 103.26% |
$2.13M - $2.39M
|
157K
$4.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
75.5KNew |
$2.01M - $2.26M
|
75.5K
$2.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
64.7KNew |
$1.72M - $1.93M
|
64.7K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
50.9K+ 151.41% |
$1.36M - $1.52M
|
84.6K
$2.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
45.7K+ 172.87% |
$1.22M - $1.37M
|
72.1K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
26.9K+ 127.92% |
$716K - $805K
|
48K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
23.1K+ 19.39% |
$615K - $692K
|
142K
$4M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
22.2K+ 3.08% |
$590K - $663K
|
743K
$20.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17K+ 35.04% |
$452K - $508K
|
65.5K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
15.8K+ 46.68% |
$419K - $471K
|
49.5K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.3K+ 22.34% |
$408K - $458K
|
83.9K
$2.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
14.8K+ 40.54% |
$394K - $442K
|
51.3K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
13.1KNew |
$349K - $392K
|
13.1K
$368K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.6K+ 57.22% |
$335K - $377K
|
34.6K
$972K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$324K - $364K
|
12.2K
$342K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.1K+ 117.61% |
$269K - $302K
|
18.7K
$525K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.43K+ 4.41% |
$224K - $252K
|
200K
$5.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
8.37K+ 4.21% |
$223K - $250K
|
207K
$5.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
8.08KNew |
$215K - $242K
|
8.08K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
6.73K+ 16.83% |
$179K - $201K
|
46.7K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.92K+ 3.11% |
$131K - $147K
|
163K
$4.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
4.7K+ 11.5% |
$125K - $140K
|
45.5K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.26K+ 2.85% |
$86.7K - $97.4K
|
118K
$3.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.44KNew |
$65K - $73K
|
2.44K
$68.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.12K+ 5.24% |
$56.4K - $63.3K
|
42.6K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.03K+ 10.32% |
$54K - $60.7K
|
21.7K
$609K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.68K+ 2.43% |
$44.7K - $50.2K
|
70.8K
$1.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.2K+ 14.77% |
$31.9K - $35.8K
|
9.3K
$261K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
931+ 0.77% |
$24.8K - $27.8K
|
121K
$3.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
905+ 22.5% |
$24.1K - $27.1K
|
4.93K
$138K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
729New |
$19.4K - $21.8K
|
729
$20.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
711New |
$18.9K - $21.3K
|
711
$20K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
489New |
$13K - $14.6K
|
489
$13.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
261+ 0.63% |
$6.95K - $7.8K
|
41.8K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
219+ 0.43% |
$5.83K - $6.55K
|
51.2K
$1.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
99+ 0.73% |
$2.63K - $2.96K
|
13.7K
$383K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-163- 0.84% |
$4.34K - $4.87K
|
19.2K
$539K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-320- 8.79% |
$8.52K - $9.57K
|
3.32K
$93.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.63K- 3.2% |
$43.5K - $48.8K
|
49.3K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.48K- 5.9% |
$66.1K - $74.2K
|
39.6K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-2.98K- 24.82% |
$79.3K - $89.1K
|
9.03K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 12.73% |
$130K - $146K
|
33.4K
$937K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.05K- 8.37% |
$134K - $151K
|
55.3K
$1.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-6.37K- 3.75% |
$169K - $190K
|
164K
$4.59M
|