Ownership history in COWA, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which COWA, 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 Q4 | ADDED | 275,014 | +43,350 | +18.7% | 2.28% | $7.5M | $27.03 |
| 2025 Q3 | ADDED | 231,664 | +26,645 | +13.0% | 2.15% | $6.5M | $27.43 |
| 2025 Q2 | ADDED | 205,019 | +42,717 | +26.3% | 2.09% | $5.5M | $26.03 |
| 2025 Q1 | ADDED | 162,302 | +54,645 | +50.8% | 2.05% | $4.8M | $28.55 |
As of 2025 Q4 — sorted by position size