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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
2025-06-30 $1.7M 91k 18.18
2025-03-31 $1.7M 91k 18.18
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)
Ishares Tr Msci Usa Quality (GARP)
Vanguard World Mega Cap Val Etf (MGV)
J P Morgan Exchange Traded F Us Momentum (JMOM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Global X Fds Adaptive Us (AUSF)
Dbx Etf Tr Xtrack Msci All (DBAW)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Arq Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

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Visionary Wealth Advisors
Owen LaRue
Commonwealth Equity Services
Key Capital Management
One Capital Management
Legacy Wealth Managment
Belvedere Trading
Citadel Advisors
Park Edge Advisors
Authentikos Wealth Advisory

View all funds holding Simplify Exchange Traded Fun