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Simplify Exchange Traded Fun shares owned by Financial Perspectives

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

Historical chart of Financial Perspectives investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Financial Perspectives

Quarter filed Position value Share count Share price at filing
2025-12-31 $59k 3.4k 17.56

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Vanguard World Inf Tech Etf (VGT)
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Boston Scientific Corporation (BSX)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Broadcom (AVGO)
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Vanguard Specialized Funds Div App Etf (VIG)
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Ishares Tr Core High Dv Etf (HDV)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)

View all positions for Financial Perspectives

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Elevated Capital Advisors
Owen LaRue
POM Investment Strategies
Visionary Wealth Advisors
Commonwealth Equity Services
Key Capital Management
Howard Bailey Securities
Beacon Capital Management
One Capital Management
Legacy Wealth Managment
Citadel Advisors
Park Edge Advisors
B.O.S.S. Retirement Advisors
Jane Street

View all funds holding Simplify Exchange Traded Fun