Simplify Exchange Traded Fun shares owned by RFG Advisory
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by RFG Advisory
from 13F filings
Historical chart of RFG Advisory investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by RFG Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by RFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $328k | 18k | 18.00 |
| 2025-06-30 | $400k | 22k | 18.39 |
| 2025-03-31 | $402k | 22k | 18.18 |