Purchases and Sales Made in Q3 2025 in Simplify Exch.Trad Fds Simplif (CDX)
This table provides information about the institutional ownership of Simplify Exch.Trad Fds Simplif (CDX) during Q3 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH.TRAD FDS SIMPLIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.65K+ 29.08% |
$83.1K - $85.2K
|
16.2K
$367K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.41K+ 4.24% |
$77.7K - $79.5K
|
83.8K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.19K+ 34.73% |
$72.6K - $74.3K
|
12.4K
$280K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.38K+ 24.93% |
$54.3K - $55.6K
|
11.9K
$271K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2K+ 95.24% |
$45.6K - $46.7K
|
4.1K
$92.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
890+ 9.3% |
$20.3K - $20.8K
|
10.5K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
795+ 2.25% |
$18.1K - $18.5K
|
36.2K
$819K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
473+ 2.16% |
$10.8K - $11K
|
22.4K
$508K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
463+ 2.09% |
$10.5K - $10.8K
|
22.7K
$513K
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
453New |
$10.3K - $10.6K
|
453
$10.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70New |
$1.59K - $1.63K
|
70
$1.59K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
65New |
$1.48K - $1.52K
|
65
$1.47K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45New |
$1.03K - $1.05K
|
45
$1.02K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-528Closed |
$12K - $12.3K
|
0
$0
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.82K- 1.66% |
$133K - $136K
|
345K
$7.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.8K- 22.25% |
$473K - $484K
|
72.6K
$1.64M
|
|