Ownership history in Advisory Services Network, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (CTA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 6,295 | -938 | -13.0% | 0.00% | $176K | $27.43 |
| 2025 Q1 | REDUCED | 7,233 | -5,180 | -41.7% | 0.00% | $214K | $28.55 |
| 2024 Q4 | INITIATED | 12,413 | — | — | 0.01% | $346K | $26.79 |
As of 2025 Q4 — sorted by position size