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Simplify Exchange Traded Fun shares owned by BAM Wealth Management

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

Historical chart of BAM 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 BAM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 4.3k 50.35

More positions owned by BAM Wealth Management

Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)

View all positions for BAM Wealth Management

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