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Simplify Exchange Traded Fun shares owned by Goss Wealth Management

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

Historical chart of Goss 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 Goss 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $517k 10k 50.41
2025-09-30 $336k 6.7k 50.35
2025-06-30 $740k 15k 50.09
2025-03-31 $1.1M 22k 50.14
2024-12-31 $788k 16k 49.69
2024-09-30 $723k 14k 51.48