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Simplify Exchange Traded Fun shares owned by Islay Capital Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (XV) shares owned by Islay Capital Management from 13F filings

Historical chart of Islay Capital 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 Islay Capital 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 Islay Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $75k 2.8k 26.61

More positions owned by Islay Capital Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Ea Series Trust Freedom 100 Em (FRDM)
Casey's General Stores (CASY)
Amazon (AMZN)

View all positions for Islay Capital Management

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Change Path
Old Mission Capital
Brookwood Investment Group
Jane Street
Principal Securities
Envestnet Asset Management
Islay Capital Management
Evolution Wealth Management
Advisor Group Holdings
Farther Finance Advisors
Anfield Capital Management
Wells Fargo & Company

View all funds holding Simplify Exchange Traded Fun