IFP Advisors »

Simplify Exchange Traded Fun shares owned by IFP Advisors

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

Historical chart of IFP 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 IFP 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 IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.4k 167 50.41
2024-09-30 $0 0 0.00

More positions owned by IFP Advisors

Apple cs (AAPL)
Nvidia Corporation cs (NVDA)
Spdr S&p 500 Etf Tr cs (SPY)
Amazon cs (AMZN)
Vanguard Index Fds cs (VUG)
Alphabet cs (GOOG)
Microsoft Corp cs (MSFT)
Invesco Qqq Tr cs (QQQ)
Ishares Tr cs (IVW)
Ishares Gold Tr mc (IAU)
Spdr Series Trust cs (SPYM)
Alphabet cs (GOOGL)
Ishares Tr cs (TLT)
Ishares Tr cs (OEF)
Ishares Tr cs (IVV)

View all positions for IFP Advisors

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