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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

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Visionary Wealth 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
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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Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Visionary Wealth Advisors

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