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Simplify Exchange Traded Fun shares owned by Continuum Advisory

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

Historical chart of Continuum Advisory investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Continuum Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 82k 50.35
2024-12-31 $21k 413 49.69
2024-09-30 $21k 413 50.07

More positions owned by Continuum Advisory

Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VXF)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust Msci Usa Strtgic (QUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Continuum Advisory

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