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Simplify Exchange Traded Fun shares owned by Marshall Financial Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MAXI) shares owned by Marshall Financial Group from 13F filings

Historical chart of Marshall Financial Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $452k 47k 9.53

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Spdr Series Trust State Street Spd (BILS)
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Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Janus Detroit Str Tr Henderson Securi (JSI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ssga Active Tr Sst Bridgewater (ALLW)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Marshall Financial Group

Top funds holding Simplify Exchange Traded Fun

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