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Simplify Exchange Traded Fun shares owned by Prosperity Wealth Management

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

Historical chart of Prosperity 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 Prosperity 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 Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $846k 47k 18.18
2024-12-31 $497k 24k 20.79
2024-09-30 $251k 11k 21.96

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Microsoft Corporation (MSFT)
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Amazon (AMZN)
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View all positions for Prosperity Wealth Management

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