Beacon Capital Management »

Simplify Exchange Traded Fun shares owned by Beacon Capital Management

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

Historical chart of Beacon Capital Management investment in Simplify Exchange Traded Fun

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0018.620468M8.6204685M8.620469M8.6204695M8.62047M414.644k414.6445k414.645k414.6455k414.646k
Value ($)Share countHistorical SVOL position of Beacon Capital Management Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Beacon Capital Management 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 Beacon Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.6M 415k 20.79

More positions owned by Beacon Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Ultra Short Govt (BILZ)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Growth Etf (VUG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)
Simplify Exchange Traded Fun Managed Futures (CTA)
NVIDIA Corporation (NVDA)
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)
Simplify Exchange Traded Fun Volatility Prem (SVOL)

View all positions for Beacon Capital Management

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