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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
2026-03-31 $124k 5.3k 23.56
2025-12-31 $109k 4.3k 25.37
2025-09-30 $75k 2.8k 26.61

More positions owned by Islay Capital Management

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

View all positions for Islay Capital Management

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Principal Securities
Envestnet Asset Management
Change Path
Owen LaRue
Brookwood Investment Group
Old Mission Capital
Millington Financial Advisors
Mather Group
Jane Street
Brookstone Capital Management
WealthCare Asset Management
Strategic Blueprint
Nbc Securities
Islay Capital Management

View all funds holding Simplify Exchange Traded Fun