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Simplify Exchange Traded Fun shares owned by Aspen Wealth Strategies

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Aspen Wealth Strategies from 13F filings

Historical chart of Aspen Wealth Strategies investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Aspen Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $511k 23k 22.66

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Pacer Fds Tr Pacer Us Small (CALF)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
JPMorgan Chase & Co. (JPM)

View all positions for Aspen Wealth Strategies

Top funds holding Simplify Exchange Traded Fun

TMD Wealth Management
Resources Investment Advisors
Peak Financial Advisors
Jane Street
Cumberland Partners
AE Wealth Management
Avestar Capital
3EDGE Asset Management
Commonwealth Equity Services
One Capital Management
Captrust Financial Advisors
Arete Wealth Advisors
Smith Anglin Financial
Citadel Advisors
Lakeview Capital Partners

View all funds holding Simplify Exchange Traded Fun