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Simplify Exchange Traded Fun shares owned by Fort Sheridan Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Fort Sheridan Advisors from 13F filings

Historical chart of Fort Sheridan Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Fort Sheridan Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $587k 12k 50.35
2025-06-30 $252k 5.0k 50.09

More positions owned by Fort Sheridan Advisors

Microsoft Corporation (MSFT)
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Enterprise Products Partners (EPD)
Cme (CME)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Oneok (OKE)
Blackstone Group Inc Com Cl A (BX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Abbvie (ABBV)
Meta Platforms Cl A (META)
Intercontinental Exchange (ICE)
Johnson & Johnson (JNJ)

View all positions for Fort Sheridan Advisors

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
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Hilton Capital Management
Watchman Group
Change Path
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LPL Financial
CI Investments
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Aprio Wealth Management
Convergence Financial
Edge Wealth Management
Bank of New York Mellon

View all funds holding Simplify Exchange Traded Fun