AE Wealth Management »

Simplify Exchange Traded Fun shares owned by AE Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $134k 2.7k 50.41
2025-09-30 $234k 4.6k 50.35
2025-06-30 $209k 4.2k 50.09
2025-03-31 $3.7M 74k 50.14
2024-12-31 $2.7k 55 49.69

More positions owned by AE Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for AE Wealth Management

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Mml Investors Services
Wells Fargo & Company
Evergreen Capital Management
Edge Wealth Management
Hilton Capital Management
Watchman Group
Change Path
Knightsbridge Asset Management
LPL Financial
Proficio Capital Partners
Tortoise Investment Management
Aprio Wealth Management
Convergence Financial
Peak Financial Advisors

View all funds holding Simplify Exchange Traded Fun