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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
2023-12-31 $477k 21k 22.78
2023-09-30 $245k 11k 22.51

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Schwab Strategic Tr Us Sml Cap Etf (SCHA)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Visionary Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

Cumberland Partners
Peak Financial Advisors
AlphaStar Capital Management
AE Wealth Management
Commonwealth Equity Services
Citadel Advisors
Castleview Partners
Captrust Financial Advisors
Smith Anglin Financial
Arete Wealth Advisors
Lakeview Capital Partners
Jane Street
Park Edge Advisors
Ausdal Financial Partners
HBW Advisory Services

View all funds holding Simplify Exchange Traded Fun