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Simplify Exchange Traded Fun shares owned by Allied Private Wealth

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Allied Private Wealth from 13F filings

Historical chart of Allied Private Wealth investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $16k 1.0k 16.02

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Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
American Century Diversified Municipal Bond Etf Etf (TAXF)
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Blackstone Stock (BX)
Alphabet Inc Cap Stk Cl C Stock (GOOG)

View all positions for Allied Private Wealth

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Elevated Capital Advisors
Cavalier Investments
Owen LaRue
Jane Street
Visionary Wealth Advisors
Key Capital Management
One Capital Management
Commonwealth Equity Services
Howard Bailey Securities
Park Edge Advisors
B.O.S.S. Retirement Advisors
Legacy Wealth Managment
Citadel Advisors
FSA Advisors

View all funds holding Simplify Exchange Traded Fun