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Simplify Exchange Traded Fun shares owned by GK Wealth Management

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

Historical chart of GK 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 GK 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 GK Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $994k 20k 50.35
2025-06-30 $1.0M 21k 50.09
2025-03-31 $1.3M 25k 50.14
2024-12-31 $1.0M 20k 49.69

More positions owned by GK Wealth Management

Lithium Amers Corp Com Shs (LAC)
Amazon (AMZN)
Tesla Motors (TSLA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Silver Tr Ishares (SLV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Meta Platforms Cl A (META)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Fidelity Wise Origin Bitcoin SHS (FBTC)

View all positions for GK Wealth Management

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
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LPL Financial
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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