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Simplify Exchange Traded Fun shares owned by Feltz Wealth PLAN

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Feltz Wealth PLAN from 13F filings

Historical chart of Feltz Wealth PLAN investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2025-12-31 $493k 9.8k 50.41

More positions owned by Feltz Wealth PLAN

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pgim Etf Tr Aaa Clo Etf (PAAA)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Feltz Wealth PLAN

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
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Edge Wealth Management
Hilton Capital Management
Watchman Group
Change Path
Knightsbridge Asset Management
LPL Financial
Proficio Capital Partners
Tortoise Investment Management
Aprio Wealth Management
Convergence Financial
Peak Financial Advisors

View all funds holding Simplify Exchange Traded Fun