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Simplify Exchange Traded Fun shares owned by Hart & Patterson Financial Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Hart & Patterson Financial Group from 13F filings

Historical chart of Hart & Patterson Financial Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Hart & Patterson Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Hart & Patterson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 66k 51.48

More positions owned by Hart & Patterson Financial Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Spdr Ser Tr Portfli High Yld (SPHY)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Msci Gbl Min Vol (ACWV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Hart & Patterson Financial Group

Top funds holding Simplify Exchange Traded Fun

Municipal Employees' Retirement System of Michigan
Sei Investments
Wells Fargo & Company
Envestnet Asset Management
Mml Investors Services
Simplify Asset Management
Mill Creek Capital Advisors
Alpine Bank Wealth Management
Hilton Capital Management
Watchman Group
Peak Financial Advisors
CI Investments
Knightsbridge Asset Management
Proficio Capital Partners
Leuthold Weeden Capital Management

View all funds holding Simplify Exchange Traded Fun