Simplify Exchange Traded Fun shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $906k | 18k | 50.35 |
| 2025-06-30 | $907k | 18k | 50.09 |
| 2025-03-31 | $891k | 18k | 50.14 |
| 2024-12-31 | $862k | 17k | 49.69 |
| 2024-09-30 | $7.9M | 153k | 51.49 |
| 2024-03-31 | $0 | 0 | 0.00 |