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Simplify Exchange Traded Fun shares owned by EPG Wealth Management

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

Historical chart of EPG 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 EPG 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 EPG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $510k 23k 22.66
2023-12-31 $341k 15k 22.68
2023-09-30 $305k 14k 22.51

More positions owned by EPG Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr Technology (XLK)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for EPG Wealth Management

Top funds holding Simplify Exchange Traded Fun

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View all funds holding Simplify Exchange Traded Fun