Simplify Exchange Traded Fun shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth 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 Kingswood Wealth 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 Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 6.3k | 50.35 |
| 2025-06-30 | $315k | 6.3k | 50.09 |
| 2025-03-31 | $315k | 6.3k | 50.14 |
| 2024-12-31 | $313k | 6.3k | 49.69 |
| 2024-09-30 | $324k | 6.3k | 51.48 |
| 2024-06-30 | $408k | 8.1k | 50.36 |