Simplify Exchange Traded Fun shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $174k | 9.9k | 17.56 |
| 2025-06-30 | $171k | 9.3k | 18.39 |
| 2025-03-31 | $161k | 8.9k | 18.18 |
| 2024-12-31 | $177k | 8.5k | 20.79 |
| 2024-09-30 | $159k | 7.3k | 21.96 |
| 2024-06-30 | $157k | 7.0k | 22.46 |
| 2024-03-31 | $55k | 2.4k | 22.65 |
| 2023-12-31 | $53k | 2.3k | 22.78 |
| 2023-09-30 | $26k | 1.1k | 22.51 |
| 2023-06-30 | $20k | 874 | 22.95 |