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Simplify Exchange Traded Fun shares owned by Crewe Advisors

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

Historical chart of Crewe 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 Crewe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Crewe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 1.2k 18.00
2025-06-30 $22k 1.2k 18.39
2025-03-31 $21k 1.2k 18.18
2024-12-31 $27k 1.3k 20.79

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Ishares Tr Core S&p500 Etf (IVV)
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Esg Us Stk Etf (ESGV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Small Cp Etf (VB)
Tesla Motors (TSLA)

View all positions for Crewe Advisors

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Beacon Capital Management
Elevated Capital Advisors
POM Investment Strategies
Jane Street
Visionary Wealth Advisors
Owen LaRue
Legacy Investment Solutions
Commonwealth Equity Services
Tactive Advisors
One Capital Management
Legacy Wealth Managment
Belvedere Trading
Citadel Advisors
Authentikos Wealth Advisory

View all funds holding Simplify Exchange Traded Fun