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.
| 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 |
| 2024 Q4 | REDUCED | 30,453 | -1,228 | -3.9% | 0.30% | $655K | $20.07 |
| 2024 Q3 | ADDED | 31,681 | +449 | +1.4% | 0.33% | $734K | $21.21 |
| 2024 Q2 | ADDED | 31,232 | +705 | +2.3% | 0.32% | $687K | $19.86 |
| 2024 Q1 | REDUCED | 30,527 | -1,459 | -4.6% | 0.30% | $661K | $19.31 |
| 2023 Q4 | UNCHANGED | 31,986 | — | 0% | 0.30% | $605K | $18.75 |
| 2023 Q3 | ADDED | 31,986 | +277 | +0.9% | 0.30% | $605K | $16.49 |
As of 2025 Q4 — sorted by position size