Simplify Exchange Traded Fun shares owned by IFP Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $85k | 4.7k | 18.00 |
| 2025-06-30 | $86k | 4.7k | 18.39 |
| 2025-03-31 | $85k | 4.7k | 18.18 |
| 2024-12-31 | $88k | 4.2k | 20.79 |
| 2024-09-30 | $96k | 4.4k | 21.96 |
| 2024-06-30 | $91k | 4.1k | 22.46 |
| 2024-03-31 | $81k | 3.6k | 22.66 |
| 2023-09-30 | $252k | 11k | 22.51 |
| 2023-06-30 | $799k | 35k | 22.95 |
| 2023-03-31 | $3.0M | 118k | 25.15 |
| 2022-12-31 | $6.4M | 253k | 25.24 |
| 2022-09-30 | $5.9M | 233k | 25.23 |
| 2022-06-30 | $5.1M | 203k | 25.25 |
| 2022-03-31 | $1.9M | 75k | 25.36 |
| 2021-12-31 | $1.9M | 69k | 27.09 |
| 2021-09-30 | $1.8M | 68k | 26.72 |
| 2021-06-30 | $1.7M | 62k | 27.09 |