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Simplify Exchange Traded Fun shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-09-30 $168k 3.3k 50.34
2025-06-30 $159k 3.2k 50.09
2025-03-31 $88k 1.8k 50.14
2024-12-31 $22k 450 49.69

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Amazon Stock (AMZN)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
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Fidelity Total Bond Etf Etf (FBND)
Eli Lilly & Co Stock (LLY)

View all positions for Creative Financial Designs

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Wells Fargo & Company
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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