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Simplify Exchange Traded Fun shares owned by Castleview Partners

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Castleview Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Castleview Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $495k 22k 22.66
2023-12-31 $2.4M 105k 22.78

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate
Ea Series Trust Alpha Arch 1-3 (BOXX)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Amgen (AMGN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Nextera Energy (NEE)
Vaneck Etf Trust Clo Etf (CLOI)
Visa Com Cl A (V)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Castleview Partners

Top funds holding Simplify Exchange Traded Fun

Resources Investment Advisors
Peak Financial Advisors
Cumberland Partners
Avestar Capital
AE Wealth Management
3EDGE Asset Management
Commonwealth Equity Services
Citadel Advisors
One Capital Management
Captrust Financial Advisors
Smith Anglin Financial
Arete Wealth Advisors
Lakeview Capital Partners
Jane Street
Park Edge Advisors

View all funds holding Simplify Exchange Traded Fun