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Simplify Exchange Traded Fun shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $337k 15k 21.96

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View all positions for Sigma Planning

Top funds holding Simplify Exchange Traded Fun

Legacy Investment Solutions
Legacy Wealth Managment
Peak Financial Advisors
Citadel Advisors
Commonwealth Equity Services
Cumberland Partners
Parkside Investments
AE Wealth Management
One Capital Management
3EDGE Asset Management
Arete Wealth Advisors
Visionary Wealth Advisors
Smith Anglin Financial
Captrust Financial Advisors
Mount Lucas Management Corporation

View all funds holding Simplify Exchange Traded Fun