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Simplify Exchange Traded Fun shares owned by Evolution Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by Evolution Wealth Management from 13F filings

Historical chart of Evolution Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 87k 20.70
2025-09-30 $1.1M 54k 20.71
2025-06-30 $289k 14k 20.64

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Pacer Fds Tr Swan Sos Fd Of (PSFF)
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Spdr Series Trust State Street Spd (SPYM)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Listed Fds Tr Shares Lag Cap (OVL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution Wealth Management

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