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 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.47K- 55.69% |
$252K - $283K
|
7.53K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.64K- 6.95% |
$256K - $288K
|
129K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.4K- 95.95% |
$276K - $311K
|
439
$11.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-10.5K- 5.27% |
$278K - $313K
|
188K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-10.6K- 8.92% |
$282K - $317K
|
108K
$2.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-12.4K- 71.15% |
$331K - $372K
|
5.05K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-18.8K- 6.65% |
$500K - $561K
|
264K
$7.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-20.7K- 99.73% |
$550K - $617K
|
55
$1.48K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-21.8K- 23.12% |
$580K - $651K
|
72.4K
$1.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-23.2K- 18.86% |
$617K - $693K
|
99.7K
$2.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25.6K- 35.29% |
$681K - $765K
|
46.9K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-30.1K- 23.61% |
$801K - $900K
|
97.5K
$2.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-33.5K- 54.26% |
$891K - $1M
|
28.2K
$761K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.9K- 64.8% |
$1.33M - $1.49M
|
27.1K
$730K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.2K- 68.77% |
$1.92M - $2.16M
|
32.8K
$884K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-110K- 84.29% |
$2.92M - $3.28M
|
20.4K
$551K
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-145K- 78.64% |
$3.87M - $4.34M
|
39.5K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-158K- 91.85% |
$4.21M - $4.73M
|
14.1K
$379K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-184K- 26.05% |
$4.9M - $5.5M
|
522K
$14.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-209K- 62.37% |
$5.56M - $6.24M
|
126K
$3.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-230K- 96.82% |
$6.11M - $6.86M
|
7.54K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-391K- 92.4% |
$10.4M - $11.7M
|
32.2K
$867K
|