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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
2026-03-31 $156k 10k 15.34
2024-12-31 $665k 32k 20.79
2024-09-30 $667k 30k 21.96

More positions owned by Arkadios Wealth Advisors

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p 500 Etf Etf (IVV)
State Street Spdr S&p 500 Etf Etf (SPY)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Angel Oak Income Etf Etf (CARY)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Invesco Qqq Trust Series I Etf (QQQ)
Jpmorgan Chase & Co Stock (JPM)
Ishares S&p 500 Growth Etf Etf (IVW)
Fidelity Total Bond Etf Etf (FBND)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Total Stock Market Etf Etf (VTI)
Ab Short Duration High Yield Etf Etf (SYFI)

View all positions for Arkadios Wealth Advisors

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
B.O.S.S. Retirement Advisors
Legacy Wealth Managment
Citadel Advisors
Park Edge Advisors
FSA Advisors

View all funds holding Simplify Exchange Traded Fun