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Simplify Exchange Traded Fun shares owned by Hilton Capital Management

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

Historical chart of Hilton Capital 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 Hilton Capital 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 Hilton Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $33M 663k 49.69
2024-09-30 $40M 770k 51.48

More positions owned by Hilton Capital Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Pfd And Incm Sec (PFF)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Microsoft Corporation (MSFT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)

View all positions for Hilton Capital Management

Top funds holding Simplify Exchange Traded Fun

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

View all funds holding Simplify Exchange Traded Fun