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Simplify Exchange Traded Fun shares owned by Mattson Financial Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (AGGH) shares owned by Mattson Financial Services from 13F filings

Historical chart of Mattson Financial Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Mattson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Mattson Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $400k 20k 20.10

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Microsoft Corporation (MSFT)
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Meta Platforms Cl A (META)
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Ishares U S Etf Tr U.s. Tech Indepd (IETC)
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View all positions for Mattson Financial Services

Top funds holding Simplify Exchange Traded Fun

WCG Wealth Advisors
Simplify Asset Management
Gradient Investments
Envestnet Asset Management
Sowell Financial Services
LPL Financial
AE Wealth Management
Stadion Money Management
Private Advisor
WealthPlan Investment Management
Great Diamond Partners
Principal Securities
Brookwood Investment Group
Advisor Group Holdings
Prevail Innovative Wealth Advisors

View all funds holding Simplify Exchange Traded Fun