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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
17.7KNew |
$470K - $528K
|
17.7K
$476K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.1K+ 8.43% |
$456K - $512K
|
220K
$5.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17K+ 35.04% |
$452K - $508K
|
65.5K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.8K+ 83.34% |
$447K - $502K
|
36.9K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
16.3K+ 13.11% |
$434K - $487K
|
141K
$3.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.9K+ 5.95% |
$422K - $474K
|
282K
$7.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
15.8K+ 46.68% |
$419K - $471K
|
49.5K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15.7KNew |
$419K - $470K
|
15.7K
$424K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
15.3K+ 25.04% |
$408K - $458K
|
76.6K
$2.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.3K+ 22.34% |
$408K - $458K
|
83.9K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
14.8K+ 40.54% |
$394K - $442K
|
51.3K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
14.6K+ 115.43% |
$388K - $436K
|
27.2K
$733K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
14.4KNew |
$384K - $432K
|
14.4K
$390K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14.3K+ 11.79% |
$381K - $428K
|
136K
$3.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
14.1K+ 4.92% |
$374K - $421K
|
300K
$8.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
13.6KNew |
$361K - $406K
|
13.6K
$366K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
13.1KNew |
$349K - $392K
|
13.1K
$353K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
13.1K+ 520.4% |
$348K - $391K
|
15.6K
$420K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13K+ 4.91% |
$346K - $389K
|
278K
$7.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.9K+ 0.75% |
$344K - $386K
|
1.73M
$46.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.6K+ 57.22% |
$335K - $377K
|
34.6K
$933K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$324K - $364K
|
12.2K
$328K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.9KNew |
$318K - $357K
|
11.9K
$322K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
11.8K+ 1652.94% |
$314K - $353K
|
12.5K
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.1K+ 117.61% |
$269K - $302K
|
18.7K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.73KNew |
$259K - $291K
|
9.73K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.29KNew |
$247K - $278K
|
9.29K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.13KNew |
$243K - $273K
|
9.13K
$246K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
8.86KNew |
$236K - $265K
|
8.86K
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.43K+ 4.41% |
$224K - $252K
|
200K
$5.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
8.37K+ 4.21% |
$223K - $250K
|
207K
$5.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
8.08KNew |
$215K - $242K
|
8.08K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.51K+ 30.77% |
$200K - $224K
|
31.9K
$860K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
6.73K+ 16.83% |
$179K - $201K
|
46.7K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5.62KNew |
$150K - $168K
|
5.62K
$152K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
5.1K+ 2.88% |
$136K - $152K
|
182K
$4.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.92K+ 3.11% |
$131K - $147K
|
163K
$4.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
4.7K+ 11.5% |
$125K - $140K
|
45.5K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.55K+ 23.72% |
$121K - $136K
|
23.7K
$639K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
4.21K+ 8.2% |
$112K - $126K
|
55.5K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.57K+ 0.91% |
$95.1K - $107K
|
396K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.3KNew |
$87.7K - $98.6K
|
3.3K
$88.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.26K+ 2.85% |
$86.7K - $97.4K
|
118K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.01K+ 9.07% |
$80.1K - $90K
|
36.2K
$976K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.44KNew |
$65K - $73K
|
2.44K
$65.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.12K+ 5.24% |
$56.4K - $63.3K
|
42.6K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.03K+ 10.32% |
$54K - $60.7K
|
21.7K
$585K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.95KNew |
$51.8K - $58.2K
|
1.95K
$52.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.87K+ 6.94% |
$49.7K - $55.8K
|
28.8K
$776K
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.76K+ 6.19% |
$46.9K - $52.7K
|
30.3K
$816K
|