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Simplify Exchange Traded Fun shares owned by Investors Research Corp

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Investors Research Corp from 13F filings

Historical chart of Investors Research Corp investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Investors Research Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 446 50.35
2025-06-30 $44k 886 50.09
2025-03-31 $44k 886 50.14
2024-12-31 $44k 886 49.69
2024-09-30 $46k 886 51.48

More positions owned by Investors Research Corp

Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Large Cap Etf (VV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Morningstar Grwt (ILCG)

View all positions for Investors Research Corp

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Wells Fargo & Company
Mml Investors Services
Evergreen Capital Management
Hilton Capital Management
Watchman Group
Change Path
Knightsbridge Asset Management
LPL Financial
CI Investments
Tortoise Investment Management
Aprio Wealth Management
Convergence Financial
Edge Wealth Management
Bank of New York Mellon

View all funds holding Simplify Exchange Traded Fun