Owen LaRue »

Simplify Exchange Traded Fun shares owned by Owen LaRue

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

Historical chart of Owen LaRue investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Owen LaRue

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 171k 18.00
2025-06-30 $2.3M 127k 18.39
2025-03-31 $1.0M 57k 18.18

More positions owned by Owen LaRue

Ishares Tr 0-3 Mnth Treasry (SGOV)
Palantir Technologies Cl A (PLTR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Intermediate Dur (FIIG)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Ionq Inc Pipe (IONQ)
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
DNP Select Income Fund (DNP)

View all positions for Owen LaRue

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Beacon Capital Management
Elevated Capital Advisors
POM Investment Strategies
Jane Street
Visionary Wealth Advisors
Owen LaRue
Legacy Investment Solutions
Commonwealth Equity Services
Tactive Advisors
One Capital Management
Legacy Wealth Managment
Belvedere Trading
Citadel Advisors
Authentikos Wealth Advisory

View all funds holding Simplify Exchange Traded Fun