Integrated Wealth Concepts »

Simplify Exchange Traded Fun shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-12-31 $455k 9.2k 49.69
2024-09-30 $444k 8.6k 51.48
2024-06-30 $376k 7.5k 50.36
2024-03-31 $380k 7.5k 50.90

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Core MF Closed and MF Open (IVV)
Aptus Collared Income Opportunity ETF MF Closed and MF Open (ACIO)
Ishares Msci MF Closed and MF Open (QUAL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Aptus Defined Risk MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Portfolio MF Closed and MF Open (SPLG)
Dimensional Us MF Closed and MF Open (DFAC)
Amazon Common Stock (AMZN)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

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