XMPT VANECK ETF TRUST

Ownership history in SimpliFi, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in VANECK ETF TRUST (XMPT). 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.

Peak position
0.35% (2025 Q4)
Avg. % of fund
0.3%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 37,475 +5,171 +16.0% 0.35% $820K $21.67
2025 Q3 REDUCED 32,304 -490 -1.5% 0.30% $707K $21.27
2025 Q2 ADDED 32,794 +1,549 +5.0% 0.30% $688K $20.08
2025 Q1 ADDED 31,245 +792 +2.6% 0.31% $676K $20.39
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XMPT price (monthly, adj. close)
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