Stegent Equity Advisors, Inc. Simplify Exch Traded Fds Simpl Transaction History

Stegent Equity Advisors, Inc.

$102 Million
Q3 2025

A detailed history of Stegent Equity Advisors, Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 10,219 shares of CTA stock, worth $278,672. This represents 0.28% of its overall portfolio holdings.

Number of Shares

10,219

Previous 30,257 66.23%

Holding current value

$278,672

Previous $809,000 64.77%

% of portfolio

0.28%

Previous 0.84%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$26.46 - $28.43 $530,205 - $569,680	-20,038 Reduced 66.23%	10,219 $285,000
Q2 2025 Jul 31, 2025	BUY	$26.61 - $29.9 $46,940 - $52,743	1,764 Added 6.19%	30,257 $809,000
Q1 2025 Apr 30, 2025	BUY	$27.81 - $30.21 $792,390 - $860,773	28,493 New	28,493 $843,000
Q1 2023 Apr 17, 2023	SELL	$23.42 - $28.15 $567,045 - $681,567	-24,212 Reduced 67.82%	11,487 $269,000
Q4 2022 Feb 02, 2023	SELL	$26.01 - $30.06 $2.6 Million - $3 Million	-99,866 Reduced 73.67%	35,699 $928,000

Q3 2022 Oct 21, 2022	BUY	$27.75 - $30.14 $142,468 - $154,738	5,134 Added 3.94%	135,565 $3.98 Million
Q2 2022 Aug 10, 2022	BUY	$24.15 - $27.44 $3.15 Million - $3.58 Million	130,431 New	130,431 $3.58 Million

Others Institutions Holding CTA

# of Institutions

202

Shares Held

28.3M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
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Stegent Equity Advisors, Inc. Simplify Exch Traded Fds Simpl Transaction History