Simplify Exchange Traded Fun shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 202k | 18.00 |
| 2025-06-30 | $3.5M | 189k | 18.39 |
| 2025-03-31 | $3.0M | 166k | 18.18 |
| 2024-12-31 | $2.2M | 104k | 20.79 |
| 2024-09-30 | $1.9M | 88k | 21.96 |
| 2024-06-30 | $1.5M | 65k | 22.46 |
| 2024-03-31 | $880k | 39k | 22.66 |
| 2023-12-31 | $477k | 21k | 22.78 |
| 2023-09-30 | $245k | 11k | 22.51 |
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