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Simplify Exchange Traded Fun shares owned by Howard Bailey Securities

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Howard Bailey Securities from 13F filings

Historical chart of Howard Bailey Securities investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Howard Bailey Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 135k 18.00
2025-06-30 $4.0M 217k 18.39
2025-03-31 $2.8M 151k 18.18

More positions owned by Howard Bailey Securities

Ishares Tr Rus Tp200 Gr Etf (IWY)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Us Efficient Cor (NTSX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Spdr Series Trust Portfolio Sp500 (SPYM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Em Ex Stowned (XSOE)
Wisdomtree Tr Us Largecap Divd (DLN)
Aim Etf Products Trust Allianzim Us Lrg (SIXP)

View all positions for Howard Bailey Securities

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