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Simplify Exchange Traded Fun shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $408k 8.1k 50.44

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for HBK Sorce Advisory

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Mml Investors Services
Wells Fargo & Company
Evergreen Capital Management
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