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Simplify Exchange Traded Fun shares owned by Claris Financial

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

Historical chart of Claris Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Claris Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $807k 53k 15.34
2025-12-31 $852k 49k 17.56
2025-09-30 $815k 45k 18.00
2025-06-30 $809k 44k 18.39

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Apple Common Stock (AAPL)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Nvidia Corp Common Stock (NVDA)
Vanguard Value Etf Uit Exchange Traded (VTV)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Microsoft Corp Common Stock (MSFT)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Frst Trt Low Dtn Opnts Etf Iv Uit Exchange Traded (LMBS)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)

View all positions for Claris Financial

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Elevated Capital Advisors
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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