Simplify Exchange Traded Fun shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus 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 Aptus 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 Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $166k | 9.2k | 18.00 |
| 2025-06-30 | $310k | 17k | 18.39 |
| 2025-03-31 | $267k | 15k | 18.18 |
| 2024-12-31 | $412k | 20k | 20.79 |
| 2024-09-30 | $433k | 20k | 21.96 |
| 2024-06-30 | $462k | 21k | 22.46 |
| 2024-03-31 | $466k | 21k | 22.66 |