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Simplify Exchange Traded Fun shares owned by J.w. Cole Advisors

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

Historical chart of J.w. Cole 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 J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.5M 51k 49.69
2024-09-30 $2.8M 54k 51.48
2024-06-30 $960k 19k 50.36

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding Simplify Exchange Traded Fun

Municipal Employees' Retirement System of Michigan
Sei Investments
Wells Fargo & Company
Envestnet Asset Management
Mml Investors Services
Simplify Asset Management
Alpine Bank Wealth Management
Evergreen Capital Management
Hilton Capital Management
Mill Creek Capital Advisors
Watchman Group
Knightsbridge Asset Management
Peak Financial Advisors
CI Investments
Proficio Capital Partners

View all funds holding Simplify Exchange Traded Fun