Simplify Exchange Traded Fun shares owned by CWM
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by CWM
from 13F filings
Historical chart of CWM investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by CWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $55k | 3.0k | 18.10 |
| 2025-06-30 | $55k | 3.0k | 18.56 |
| 2025-03-31 | $52k | 2.9k | 18.07 |
| 2024-09-30 | $48k | 2.2k | 21.82 |
| 2024-06-30 | $999 | 54 | 18.52 |
| 2024-03-31 | $317k | 14k | 22.66 |
| 2023-12-31 | $360k | 16k | 22.80 |
| 2023-09-30 | $445k | 20k | 22.54 |
| 2023-06-30 | $478k | 21k | 22.97 |
| 2023-03-31 | $540k | 25k | 21.75 |