Ownership history in CreativeOne Wealth, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (HIGH). 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 | 23,967 | -21,971 | -47.8% | 0.01% | $553K | $22.42 |
| 2025 Q1 | REDUCED | 45,938 | -22,198 | -32.6% | 0.03% | $1.0M | $20.44 |
| 2024 Q4 | REDUCED | 68,136 | -10,158 | -13.0% | 0.05% | $1.6M | $21.16 |
| 2024 Q3 | ADDED | 78,294 | +63,681 | +435.8% | 0.06% | $1.8M | $21.19 |
| 2024 Q2 | REDUCED | 14,613 | -45,881 | -75.8% | 0.02% | $355K | $21.51 |
| 2024 Q1 | ADDED | 60,494 | +50,316 | +494.4% | 0.06% | $1.5M | $21.18 |
| 2023 Q4 | INITIATED | 10,178 | — | — | 0.02% | $250K | — |
As of 2025 Q4 — sorted by position size