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Simplify Exchange Traded Fun shares owned by Charter Trust

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

Historical chart of Charter Trust investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Charter Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 50k 51.48
2024-06-30 $13M 265k 50.36
2024-03-31 $9.8M 192k 50.91

More positions owned by Charter Trust

Select Sector Spdr Technology (XLK)
Eli Lilly & Co. (LLY)
Apple (AAPL)
iShares ETFs/USA Core Us Aggbd Et (AGG)
Ishares Core S&p500 Etf (IVV)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
iShares ETFs/USA Core S&p Mcp Etf (IJH)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Sbi Cons Discr (XLY)
BlackRock Fund Advisors Core S&p Scp Etf (IJR)
Select Sector Spdr Sbi Healthcare (XLV)
State Street ETF/USA Indl (XLI)
iShares ETFs/USA Ishs 1-5yr Invs (IGSB)

View all positions for Charter Trust

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