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Simplify Exchange Traded Fun shares owned by Sheaff Brock Investment Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Sheaff Brock Investment Advisors from 13F filings

Historical chart of Sheaff Brock Investment Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Sheaff Brock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Sheaff Brock Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $208k 10k 20.79
2024-09-30 $206k 9.4k 21.96
2024-06-30 $202k 9.0k 22.46

More positions owned by Sheaff Brock Investment Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Listed Fd Tr Dividend Perfmrs (IPDP)
Oracle Corporation (ORCL)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
International Business Machines (IBM)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Merck & Co (MRK)
Iron Mountain (IRM)

View all positions for Sheaff Brock Investment Advisors

Top funds holding Simplify Exchange Traded Fun

Peak Financial Advisors
Legacy Investment Solutions
Legacy Wealth Managment
Beacon Capital Management
Citadel Advisors
Commonwealth Equity Services
Cumberland Partners
Parkside Investments
AE Wealth Management
One Capital Management
AlphaStar Capital Management
Diversify Advisory Services
Arete Wealth Advisors
Visionary Wealth Advisors
Captrust Financial Advisors

View all funds holding Simplify Exchange Traded Fun