Sound Income Strategies »

Simplify Exchange Traded Fun shares owned by Sound Income Strategies

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 1.0k 18.07
2025-06-30 $9.6k 521 18.37
2025-03-31 $9.5k 521 18.16
2023-12-31 $1.8k 79 22.78

More positions owned by Sound Income Strategies

Sixth Street Specialty Lending Cef (TSLX)
Ares Capital Corp Cef (ARCC)
Hercules Capital Cef (HTGC)
Golub Cap Bdc Cef (GBDC)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Blue Owl Capital Corporation Cef (OBDC)
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)
Pennantpark Floating Rate Cap Cef (PFLT)
Blackstone Secd Lending Cef (BXSL)
Citigroup Stock (C)
Sound Enhanced Fixed Income Etf Etf (FXED)
Enbridge Stock (ENB)
Abbvie Stock (ABBV)
Cisco Sys Stock (CSCO)

View all positions for Sound Income Strategies

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
Beacon Capital Management
Elevated Capital Advisors
POM Investment Strategies
Jane Street
Visionary Wealth Advisors
Owen LaRue
Legacy Investment Solutions
Commonwealth Equity Services
Tactive Advisors
One Capital Management
Legacy Wealth Managment
Belvedere Trading
Citadel Advisors
Authentikos Wealth Advisory

View all funds holding Simplify Exchange Traded Fun