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Simplify Exchange Traded Fun shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth 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 Drive Wealth 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 Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 49k 21.96

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Ishares Tr Short Treas Bd (SHV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Us Treas Bd Etf (GOVT)
Amazon (AMZN)
Ncino (NCNO)

View all positions for Drive Wealth Management

Top funds holding Simplify Exchange Traded Fun

Legacy Investment Solutions
Legacy Wealth Managment
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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