Atlas Financial Advisors »

Simplify Exchange Traded Fun shares owned by Atlas Financial Advisors

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

Historical chart of Atlas Financial 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 Atlas Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Atlas Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $501k 23k 21.96
2024-06-30 $465k 21k 22.46
2024-03-31 $548k 24k 22.66

More positions owned by Atlas Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Direxion Shs Etf Tr Daily 20+ Year T (TMF)
Wk Kellogg Com Shs (KLG)
Microsoft Corporation (MSFT)
Lauder Estee Cos Cl A (EL)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Costco Wholesale Corporation (COST)

View all positions for Atlas Financial 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