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Simplify Exchange Traded Fun shares owned by Arq Wealth Advisors

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

Historical chart of Arq 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 Arq 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 Arq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 68k 20.79
2024-09-30 $1.3M 56k 22.41

More positions owned by Arq Wealth Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Mega Cap Val Etf (MGV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Quality (GARP)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Arq Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Peak Financial Advisors
Legacy Investment Solutions
Legacy Wealth Managment
Beacon Capital Management
Cumberland Partners
Parkside Investments
Commonwealth Equity Services
Citadel Advisors
Jane Street
Morgan Stanley
AlphaStar Capital Management
Visionary Wealth Advisors
Diversify Advisory Services
Arete Wealth Advisors

View all funds holding Simplify Exchange Traded Fun