Purchases and Sales Made in Q1 2025 in Simplify ETF Simplify Volatili (SVOL)
This table provides information about the institutional ownership of Simplify ETF Simplify Volatili (SVOL) during Q1 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY ETF SIMPLIFY VOLATILI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
459K+ 110.58% |
$8.22M - $9.95M
|
873K
$14.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
187K+ 375.3% |
$3.35M - $4.06M
|
237K
$3.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
117KNew |
$2.1M - $2.54M
|
117K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
65.7K+ 20.68% |
$1.18M - $1.43M
|
383K
$6.35M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
65.5KNew |
$1.17M - $1.42M
|
65.5K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
37.3KNew |
$668K - $808K
|
37.3K
$617K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30KNew |
$537K - $650K
|
30K
$496K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
22.6K+ 94.64% |
$406K - $491K
|
46.6K
$771K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.1KNew |
$396K - $480K
|
22.1K
$366K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
15.5K+ 3.19% |
$278K - $337K
|
502K
$8.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
15.2KNew |
$271K - $329K
|
15.2K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
14.9K+ 424.76% |
$267K - $324K
|
18.4K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
14.5KNew |
$260K - $315K
|
14.5K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$234K - $283K
|
13.1K
$216K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.45K+ 23.81% |
$169K - $205K
|
49.2K
$814K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.12K+ 56.45% |
$163K - $198K
|
25.3K
$418K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.77K+ 14.44% |
$157K - $190K
|
69.5K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
7.34K+ 28.21% |
$132K - $159K
|
33.4K
$552K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.96K+ 8.56% |
$71K - $85.9K
|
50.2K
$831K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
521New |
$9.34K - $11.3K
|
521
$8.63K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-128- 9.79% |
$2.29K - $2.78K
|
1.18K
$19.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-414- 82.8% |
$7.42K - $8.98K
|
86
$1.42K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.1K- 2.83% |
$19.6K - $23.8K
|
37.6K
$623K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.15K- 4.45% |
$38.5K - $46.6K
|
46K
$763K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-4.5K- 99.56% |
$80.6K - $97.6K
|
20
$331
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-21.7K- 55.58% |
$388K - $470K
|
17.3K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29.5K- 53.22% |
$529K - $641K
|
25.9K
$430K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-48.4K- 60.25% |
$867K - $1.05M
|
31.9K
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.4K- 86.44% |
$1.15M - $1.4M
|
10.1K
$167K
|