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Simplify Exchange Traded Fun shares owned by Root Financial Partners

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $50k 2.8k 18.00

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View all positions for Root Financial Partners

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