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Simplify Exchange Traded Fun shares owned by Vista Investment Management

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

Historical chart of Vista Investment 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 Vista Investment 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 Vista Investment Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $232k 13k 18.39
2025-03-31 $224k 12k 18.18
2024-12-31 $261k 13k 20.79

More positions owned by Vista Investment Management

Vanguard World Inf Tech Etf (VGT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Spdr Series Trust Portfolio Intrmd (SPIB)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Vaneck Etf Trust Ig Floating Rate (FLTR)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Msci Usa Strtgic (QUS)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Us Largecap Fund (EPS)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)

View all positions for Vista Investment Management

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