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Simplify Exchange Traded Fun shares owned by Horizon Investments

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

Historical chart of Horizon Investments investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Horizon Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.6M 93k 49.44
2024-09-30 $4.6M 90k 51.22
2024-06-30 $4.5M 89k 50.11
2024-03-31 $2.2M 43k 50.66
2023-12-31 $2.2M 43k 51.44

More positions owned by Horizon Investments

SPDR DJ Wilshire Large Cap Growth (SPYG)
SPDR DJ Wilshire Large Cap Value (SPYV)
iShares MSCI Emerging Markets Indx (EEM)
SPDR S&P World ex-US (SPDW)
Ishares Msci Usa Quality Facto invalid (QUAL)
SPDR S&P Emerging Markets (SPEM)
Invesco S&p 500 Equal Weight Etf (RSP)
iShares S&P SmallCap 600 Index (IJR)
Ishares Tr core msci intl (IDEV)
Ishares Inc core msci emkt (IEMG)
Ishares Tr usa min vo (USMV)
iShares S&P MidCap 400 Index (IJH)
Ishares Msci Japan (EWJ)
Ishares Tr msci usavalfct (VLUE)
Schwab Strategic Tr us dividend eq (SCHD)

View all positions for Horizon Investments

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