Convergence Financial »

Simplify Exchange Traded Fun shares owned by Convergence Financial

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

Historical chart of Convergence Financial investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Convergence Financial 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 Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 329k 50.35
2025-06-30 $14M 276k 50.09
2025-03-31 $13M 253k 50.14

More positions owned by Convergence Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Technology (XLK)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

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