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Simplify Exchange Traded Fun shares owned by One Capital Management

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

Historical chart of One 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 One 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 One Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 98k 22.66

More positions owned by One Capital Management

Ishares 5-10y I/g Corp Bd Ishs 5-10yr Invt (IGIB)
Ishares Natl Muni Bnd Etf National Mun Etf (MUB)
Wisdomtree Us Qlty Div Gw Us Qtly Div Grt (DGRW)
Wisdom Intl Qlty Div Gwth Intl Qulty Div (IQDG)
Ishares 1-5y I/g Corp Bnd Ishs 1-5yr Invs (IGSB)
Invesco Qqq Trust Unit Ser 1 (QQQ)
First Trust Senr Loan Etf Senior Ln Fd (FTSL)
FundX ETF Fundx Etf (XCOR)
Jp Morgan Us Qlty Fac Etf Us Qualty Fctr (JQUA)
FundX Flexible ETF Flexible Etf (XFLX)
Schwab Str Us L/c Gwt Etf Us Lcap Gr Etf (SCHG)
Ishares Russ M/cap Vl Ind Rus Mdcp Val Etf (IWS)
Spdr Blm 1-3m T-bill Etf Bloomberg 1-3 Mo (BIL)
Vanguard Growth Etf Growth Etf (VUG)
Vanguard Mega Cap Gr Mega Grwth Ind (MGK)

View all positions for One Capital Management

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