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Simplify Exchange Traded Fun shares owned by Elevated Capital Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SBAR) shares owned by Elevated Capital Advisors from 13F filings

Historical chart of Elevated Capital Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 151k 26.26

More positions owned by Elevated Capital Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)
Vanguard Index Fds Value Etf (VTV)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Simplify Exchange Traded Fun Managed Futures (CTA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Elevated Capital Advisors

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Mid-American Wealth Advisory Group
Simplify Asset Management
Beacon Capital Management
Change Path
Elevated Capital Advisors
POM Investment Strategies
Principal Securities
Old Mission Capital
Envestnet Asset Management
Brookwood Investment Group
Brookstone Capital Management
Cetera Investment Advisers
Strategic Blueprint
Authentikos Wealth Advisory

View all funds holding Simplify Exchange Traded Fun