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Simplify Exchange Traded Fun shares owned by Avestar Capital

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Avestar Capital from 13F filings

Historical chart of Avestar Capital investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Avestar Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Avestar Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 191k 22.79

More positions owned by Avestar Capital

Alphabet Cap Stk Cl C (GOOG)
Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Meta Platforms Cl A Put Option (META)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded First Tr Enh New (FTSM)
Amazon Call Option (AMZN)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Ishares Tr Blackrock Ultra (ICSH)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Avestar Capital

Top funds holding Simplify Exchange Traded Fun

TMD Wealth Management
Resources Investment Advisors
Peak Financial Advisors
Jane Street
Cumberland Partners
AE Wealth Management
Avestar Capital
3EDGE Asset Management
Commonwealth Equity Services
One Capital Management
Captrust Financial Advisors
Arete Wealth Advisors
Smith Anglin Financial
Citadel Advisors
Lakeview Capital Partners

View all funds holding Simplify Exchange Traded Fun