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Simplify Exchange Traded Fun shares owned by Arkadios Wealth Advisors

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

Historical chart of Arkadios 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 Arkadios 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 Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $667k 30k 21.96

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Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)
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Invesco S&p 500 Pure Growth Etf Etf (RPG)
Ishares International Select Dividend Etf Etf (IDV)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)
Meta Platforms Inc Cl A Stock (META)

View all positions for Arkadios 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