CoreCap Advisors »

Simplify Exchange Traded Fun shares owned by CoreCap Advisors

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

Historical chart of CoreCap 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 CoreCap 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 CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $33k 1.5k 21.96
2024-06-30 $1.2M 53k 22.46
2024-03-31 $784k 35k 22.66

More positions owned by CoreCap Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Amazon (AMZN)

View all positions for CoreCap 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