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Showing 8 of 13 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

AE Wealth Management LLC holds 787,825 shares of SVOL (SIMPLIFY EXCHANGE TRADED FUN), worth $12.6M as of 2026-Q2. The position was increased (+12.6% shares). SVOL represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$12.6M

Current Shares

787,825

Total Value Change

+$7.8M

Total Shares Change

+567,357

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
787,825
+12.6%
$12.6M0.1%$15.23
31
2026-Q1
Decreased
699,923
-8.4%
$10.7M0.1%$13.82
0
2025-Q4
Decreased
764,407
-20.8%
$13.4M0.1%$15.01
0
2025-Q3
Decreased
965,243
-45.5%
$17.4M0.1%$14.61
0
2025-Q2
Increased
1.8M
+27.9%
$32.6M0.2%$14.19
43
2025-Q1
Increased
1.4M
+62.9%
$25.2M0.2%$13.33
50
2024-Q4
Increased
850,011
+285.6%
$17.7M0.1%$14.66
55
2024-Q3
Increased
220,468
+54.8%
$4.8M0.0%$14.90
38

Other major holders of SVOL: OneDigital Investment Advisors LLC

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