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Simplify Exchange Traded Fun shares owned by Kennedy Investment Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Kennedy Investment Group from 13F filings

Historical chart of Kennedy Investment Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Kennedy Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Kennedy Investment Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $399k 8.1k 49.46

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View all positions for Kennedy Investment Group

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
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Watchman Group
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Aprio Wealth Management
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View all funds holding Simplify Exchange Traded Fun