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Simplify Exchange Traded Fun shares owned by CPA Asset Management

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

Historical chart of CPA Asset Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by CPA Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $839k 38k 21.96
2024-06-30 $473k 21k 22.46
2024-03-31 $315k 14k 22.66

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Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for CPA Asset Management

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