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Simplify Exchange Traded Fun shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth 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 Arete Wealth 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 90k 21.96
2024-03-31 $1.9M 82k 22.66
2023-12-31 $1.7M 73k 22.78
2023-06-30 $732k 32k 22.94

More positions owned by Arete Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Walt Disney Company (DIS)
Apple (AAPL)
Ishares Tr Unit Ser 1 (QQQ)
Intra-cellular Therapies S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
First Tr Morningstar Divid L Total Bd Etf (FBND)
Innovator Etfs Trust Ig Floating Rate (FLTR)
Super Micro Computer Portfolio Agrgte (SPAB)
Lamar Advertising 7-10 Yr Trsy Bd (IEF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Eafe Value Etf (EFV)
Global X Fds Gold Shs (GLD)
Invesco Exchange Traded Fd T Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)

View all positions for Arete Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

Legacy Investment Solutions
Legacy Wealth Managment
Peak Financial Advisors
Citadel Advisors
Commonwealth Equity Services
Cumberland Partners
Parkside Investments
AE Wealth Management
One Capital Management
3EDGE Asset Management
Arete Wealth Advisors
Visionary Wealth Advisors
Smith Anglin Financial
Captrust Financial Advisors
Mount Lucas Management Corporation

View all funds holding Simplify Exchange Traded Fun