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Simplify Exchange Traded Fun shares owned by Janney Montgomery Scott

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Janney Montgomery Scott from 13F filings

Historical chart of Janney Montgomery Scott investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Janney Montgomery Scott

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.8M 194k 50.35
2025-06-30 $5.9M 118k 50.09
2025-03-31 $6.2M 124k 50.14
2024-12-31 $3.0M 61k 49.69

More positions owned by Janney Montgomery Scott

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Ishs Core Sp 500 Etf ETF/Closed End (IVV)
Tech Sel Sect Spdr Etf ETF/Closed End (XLK)
Amazoncom Common Stock (AMZN)
Broadcom Common Stock (AVGO)
Inv Qqq Etf ETF/Closed End (QQQ)
Jpmorgan Chase Common Stock (JPM)
Alphabet Inc A Common Stock (GOOGL)
Spdr Sp 500 Etf ETF/Closed End (SPY)
Comm Svcs Sel Spdr Etf ETF/Closed End (XLC)
Jpm Betabldrs U S Eq Etf ETF/Closed End (BBUS)
Finl Sel Sect Spdr Etf ETF/Closed End (XLF)
Hlthcr Sel Sect Spdr Etf ETF/Closed End (XLV)

View all positions for Janney Montgomery Scott

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