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Simplify Exchange Traded Fun shares owned by TMD Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by TMD Wealth Management from 13F filings

Historical chart of TMD Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by TMD Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $22M 988k 22.51
2023-06-30 $23M 1.0M 22.95
2023-03-31 $21M 982k 21.75
2022-12-31 $719k 33k 21.90

More positions owned by TMD Wealth Management

Vanguard Index Fds Value Etf (VTV)
Simplify Exchange Traded Fun Simplify Opport (CRDT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Matthews Asia Fds Asia Innov Activ (MINV)
Listed Fd Tr Horizon Kinetics (INFL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Agf Invts Tr Us Market Netrl (BTAL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Gold Tr Ishares New (IAU)
Oaktree Specialty Lending Corp (OCSL)
Apple (AAPL)

View all positions for TMD Wealth Management

Top funds holding Simplify Exchange Traded Fun

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View all funds holding Simplify Exchange Traded Fun