Simplify Exchange Traded Fun shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29k | 1.7k | 17.44 |
| 2025-06-30 | $6.7k | 364 | 18.40 |
| 2025-03-31 | $41k | 2.2k | 18.18 |
| 2024-12-31 | $26k | 1.3k | 20.79 |
| 2024-09-30 | $4.7k | 216 | 21.96 |
| 2024-03-31 | $36k | 1.6k | 22.66 |
| 2023-12-31 | $29k | 1.3k | 22.78 |
| 2023-09-30 | $28k | 1.3k | 22.51 |
| 2023-06-30 | $114k | 5.0k | 22.95 |
| 2023-03-31 | $113k | 5.2k | 21.75 |