Ownership history in COMMONWEALTH EQUITY SERVICES, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (PFIX). 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 Q4 | ADDED | 193,913 | +126,991 | +189.8% | 0.01% | $9.3M | $47.71 |
| 2025 Q3 | REDUCED | 66,922 | -7,115 | -9.6% | 0.00% | $3.2M | $45.29 |
| 2025 Q2 | REDUCED | 74,037 | -6,418 | -8.0% | 0.01% | $3.9M | $48.54 |
| 2025 Q1 | REDUCED | 80,455 | -40 | -0.0% | 0.01% | $3.9M | $44.18 |
| 2024 Q4 | ADDED | 80,495 | +7,217 | +9.8% | 0.01% | $4.2M | $47.39 |
| 2024 Q3 | ADDED | 73,278 | +3,422 | +4.9% | 0.00% | $3.0M | $36.85 |
| 2024 Q2 | ADDED | 69,856 | +874 | +1.3% | 0.01% | $3.3M | $42.31 |
| 2024 Q1 | ADDED | 68,982 | +7,685 | +12.5% | 0.01% | $3.1M | $39.27 |
| 2023 Q4 | REDUCED | 61,297 | -8,979 | -12.8% | 0.00% | $2.5M | $34.86 |
| 2023 Q3 | REDUCED | 70,276 | -15,760 | -18.3% | 0.01% | $6.7M | $44.45 |
As of 2025 Q4 — sorted by position size