Simplify Exchange Traded Fun shares owned by Edge Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Edge Wealth Management
from 13F filings
Historical chart of Edge Wealth 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 Edge Wealth 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 Edge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 321k | 50.35 |
| 2025-06-30 | $13M | 263k | 50.09 |
| 2025-03-31 | $11M | 227k | 50.14 |
| 2024-12-31 | $6.0M | 120k | 49.69 |
| 2024-09-30 | $878k | 17k | 51.48 |