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Simplify shares owned by Magnolia Private Wealth

Quarter-by-quarter ownership of Simplify (CTAP) shares owned by Magnolia Private Wealth from 13F filings

Historical chart of Magnolia Private Wealth investment in Simplify

Tip: Access up to 7 years of quarterly data

All positions including Simplify held by Magnolia Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify by Magnolia Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $418k 16k 26.78

More positions owned by Magnolia Private Wealth

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Apple Stock (AAPL)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Avantis All Equity Markets Etf Etf (AVGE)
Dimensional International Core Equity Market Etf Etf (DFAI)
Return Stacked U.s. Stocks & Managed Futures Etf Etf (RSST)
Microsoft Corp Stock (MSFT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)

View all positions for Magnolia Private Wealth

Top funds holding Simplify

Mather Group
Simplify Asset Management
Professional Financial Advisors
Commonwealth Equity Services
Wedbush Morgan Securities
Pekin, Singer Strauss Asset Management
Triton Wealth Management, P
Magnolia Private Wealth
Zions Bancorporation, National Association
AE Wealth Management
Deane Retirement Strategies

View all funds holding Simplify