HOWARD BAILEY SECURITIES, LLC GAEM β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in HOWARD BAILEY SECURITIES, LLC  Β·  2 quarters on record

AI Ownership Summary

HOWARD BAILEY SECURITIES, LLC reported SIMPLIFY EXCHANGE TRADED FUN (GAEM) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.39% in 2026 Q1. The latest visible filing shows GAEM at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GAEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOWARD BAILEY SECURITIES, LLC's position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GAEM was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HOWARD BAILEY SECURITIES, LLC held GAEM β€” position size vs. price
% of Fund (quarterly)    GAEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 36,803 +3,901 +11.9% 0.39% $953K 2026-04-23 $26.92
2025 Q4 INITIATED β€” β€” β€” 32,902 β€” β€” 0.35% $876K 2026-02-11 $26.34

🏒 Other funds also holding GAEM

As of 2026 Q1 β€” sorted by position size

Blackston Financial Advisory Group, LLC 3Y 0.25% Networth Advisors, LLC 0.2% Decker Retirement Planning Inc. 0.04%

FAQ About HOWARD BAILEY SECURITIES, LLC and GAEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has HOWARD BAILEY SECURITIES, LLC reported owning GAEM?

HOWARD BAILEY SECURITIES, LLC reported GAEM across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported GAEM position in HOWARD BAILEY SECURITIES, LLC's portfolio?

The largest reported portfolio weight for GAEM was 0.39% in 2026 Q1.

What is the latest reported GAEM position on this page?

The most recent filing on this page is 2026 Q1, when HOWARD BAILEY SECURITIES, LLC reported 36,803 shares, equal to 0.39% of portfolio, with an estimated market value of $953K.

What does the chart on this GAEM ownership page compare?

The chart compares HOWARD BAILEY SECURITIES, LLC's quarterly GAEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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