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Simplify Exchange Traded Fun shares owned by AdvisorNet Financial

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by AdvisorNet Financial from 13F filings

Historical chart of AdvisorNet Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by AdvisorNet Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 284 50.35
2025-06-30 $14k 284 50.09
2025-03-31 $14k 284 50.14
2024-12-31 $12k 239 49.69
2024-09-30 $7.4k 143 51.48

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View all positions for AdvisorNet Financial

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Wells Fargo & Company
Mml Investors Services
Evergreen Capital Management
Hilton Capital Management
Watchman Group
Change Path
Knightsbridge Asset Management
LPL Financial
CI Investments
Tortoise Investment Management
Aprio Wealth Management
Convergence Financial
Edge Wealth Management
Bank of New York Mellon

View all funds holding Simplify Exchange Traded Fun