Cavalier Investments »

Simplify Exchange Traded Fun shares owned by Cavalier Investments

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

Historical chart of Cavalier Investments investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Cavalier Investments 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 Cavalier Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.0M 261k 15.34

More positions owned by Cavalier Investments

Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
VanEck Vectors Semiconductor ETF Semiconductr Etf (SMH)
SPDR Gold Shares Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Western Digital (WDC)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
United States Oil Fund Units (USO)
Tesla Motors Call Option (TSLA)
iShares Bitcoin Trus Shs Ben Int (IBIT)
Communicat Svs Slct Sec Spdr Etf State Street Com (XLC)
Select Sector Spdr Tr State Street Ene Call Option (XLE)
KLA Corporation Com New (KLAC)
Lam Research Corp Com New (LRCX)

View all positions for Cavalier Investments

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Elevated Capital Advisors
Cavalier Investments
Owen LaRue
Jane Street
Visionary Wealth Advisors
Key Capital Management
One Capital Management
Commonwealth Equity Services
Howard Bailey Securities
B.O.S.S. Retirement Advisors
Legacy Wealth Managment
Citadel Advisors
Park Edge Advisors
FSA Advisors

View all funds holding Simplify Exchange Traded Fun