Ownership history in SimpliFi, Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in INVESCO EXCHANGE TRADED FD T (RSP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 171,537 | +114,836 | +202.5% | 13.90% | $32.9M | $191.56 |
| 2025 Q3 | REDUCED | 56,701 | -925 | -1.6% | 4.60% | $10.8M | $188.95 |
| 2025 Q2 | ADDED | 57,626 | +162 | +0.3% | 4.62% | $10.5M | $180.24 |
| 2025 Q1 | REDUCED | 57,464 | -173 | -0.3% | 4.57% | $10.0M | $171.10 |
As of 2025 Q4 — sorted by position size