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Simplify Exchange Traded Fun shares owned by BCJ Capital Management

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

Historical chart of BCJ Capital 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 BCJ Capital 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 BCJ Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $508k 10k 50.36
2024-03-31 $572k 11k 50.91
2023-12-31 $282k 5.5k 51.69

More positions owned by BCJ Capital Management

Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Total Usd (IUSB)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Us Vlu (IUSV)
Select Sector Spdr Tr Indl (XLI)

View all positions for BCJ Capital Management

Top funds holding Simplify Exchange Traded Fun

Municipal Employees' Retirement System of Michigan
Sei Investments
Wells Fargo & Company
Envestnet Asset Management
Mml Investors Services
Simplify Asset Management
Mill Creek Capital Advisors
Alpine Bank Wealth Management
Hilton Capital Management
Watchman Group
Peak Financial Advisors
CI Investments
Knightsbridge Asset Management
Proficio Capital Partners
Leuthold Weeden Capital Management

View all funds holding Simplify Exchange Traded Fun