Hegarty Advisors »

Simplify Exchange Traded Fun shares owned by Hegarty Advisors

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

Historical chart of Hegarty 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 Hegarty Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Hegarty Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $346k 6.9k 50.41

More positions owned by Hegarty Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ea Series Trust Strive 500 Etf (STRV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Hegarty Advisors

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Wells Fargo & Company
Mml Investors Services
Evergreen Capital Management
Edge Wealth Management
Hilton Capital Management
Watchman Group
Change Path
Knightsbridge Asset Management
LPL Financial
Aprio Wealth Management
CI Investments
Tortoise Investment Management
Peak Financial Advisors
Pekin, Singer Strauss Asset Management

View all funds holding Simplify Exchange Traded Fun