Latest Institutional Sells of Simplify Exch Traded Fds Simpl (CTA)
This list provides information on the latest institutional transactions involving Simplify Exch Traded Fds Simpl (CTA) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-208K- 65.29% |
$5.59M - $6.08M
|
111K
$3.02M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-126K- 89.85% |
$3.39M - $3.68M
|
14.2K
$388K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-97.2K- 89.77% |
$2.61M - $2.84M
|
11.1K
$302K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-29.5K- 46.19% |
$794K - $863K
|
34.4K
$939K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-23K- 25.63% |
$619K - $672K
|
66.8K
$1.82M
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-17.9K- 28.73% |
$482K - $524K
|
44.5K
$1.21M
|
|
|
Jan 30, 2026
Q4 2025
|
Aries Wealth Management
|
SELL
|
- |
-14.8K- 26.84% |
$397K - $432K
|
40.3K
$1.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.5K- 23.83% |
$335K - $364K
|
39.8K
$1.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-9.97K- 42.14% |
$268K - $291K
|
13.7K
$373K
|
|
|
Jan 23, 2026
Q4 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-8.76K- 7.47% |
$236K - $256K
|
108K
$2.96M
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.2K- 7.15% |
$194K - $210K
|
93.5K
$2.55M
|
|
|
Jan 30, 2026
Q4 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-7.15K- 9.72% |
$192K - $209K
|
66.4K
$1.81M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-7.07K- 18.53% |
$190K - $206K
|
31.1K
$847K
|
|
|
Jan 30, 2026
Q4 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-5.69K- 10.53% |
$153K - $166K
|
48.4K
$1.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.64K- 11.15% |
$125K - $135K
|
36.9K
$1.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.67K- 67.73% |
$98.7K - $107K
|
1.75K
$47.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-3.35K- 67.89% |
$89.9K - $97.7K
|
1.58K
$43.1K
|
|
|
Jan 27, 2026
Q4 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.44K- 11.86% |
$65.6K - $71.2K
|
18.1K
$494K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.48K- 28.33% |
$39.8K - $43.2K
|
3.74K
$102K
|
|
|
Jan 26, 2026
Q4 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.32K- 2.73% |
$35.6K - $38.7K
|
47.2K
$1.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 5.9% |
$32.5K - $35.3K
|
19.3K
$526K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-643- 6.97% |
$17.3K - $18.8K
|
8.58K
$234K
|
|
|
Jan 27, 2026
Q4 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-384- 1.13% |
$10.3K - $11.2K
|
33.7K
$918K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-196- 0.68% |
$5.27K - $5.73K
|
28.6K
$779K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-175- 0.38% |
$4.7K - $5.11K
|
45.9K
$1.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-174- 0.93% |
$4.68K - $5.08K
|
18.4K
$503K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-804K- 46.52% |
$21.3M - $22.9M
|
924K
$25.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-291K- 45.25% |
$7.69M - $8.26M
|
352K
$9.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-246K- 33.14% |
$6.52M - $7M
|
497K
$13.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-116K- 52.7% |
$3.07M - $3.3M
|
104K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-82.2K- 65.47% |
$2.17M - $2.34M
|
43.3K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-53.5K- 20.29% |
$1.41M - $1.52M
|
210K
$5.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-46.7K- 15.56% |
$1.24M - $1.33M
|
254K
$6.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46.1K- 98.48% |
$1.22M - $1.31M
|
712
$19.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-42K- 50.08% |
$1.11M - $1.19M
|
41.9K
$1.14M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-41.3K- 58.35% |
$1.09M - $1.17M
|
29.5K
$804K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.9K- 2.45% |
$554K - $595K
|
833K
$22.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-20K- 66.23% |
$530K - $570K
|
10.2K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-15.5K- 99.75% |
$411K - $442K
|
39
$1.06K
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-15.5K- 15.87% |
$409K - $440K
|
82K
$2.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-13.3K- 48.99% |
$352K - $379K
|
13.9K
$378K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-12.6K- 17.4% |
$333K - $358K
|
59.8K
$1.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.14K- 2.63% |
$242K - $260K
|
339K
$9.24M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-8.77K- 13.56% |
$232K - $249K
|
55.9K
$1.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-7.87K- 10.91% |
$208K - $224K
|
64.3K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.18K- 12.99% |
$190K - $204K
|
48.1K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-5.98K- 33.69% |
$158K - $170K
|
11.8K
$321K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.87K- 2.74% |
$155K - $167K
|
208K
$5.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.54K- 0.85% |
$147K - $158K
|
643K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.02K- 0.95% |
$133K - $143K
|
526K
$14.3M
|
|