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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
2024-09-30 $324k 6.3k 51.48
2024-06-30 $408k 8.1k 50.36

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Amazon Com Incorporated Common Stock (AMZN)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Meta Platforms Incorporated Class A Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Grayscale Bitcoin Etf Exchange Traded Fund (GBTC)
Lamar Advertising Common Stock (LAMR)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Broadcom Incorporated Common Stock (AVGO)
Eli Lilly & Company Common Stock (LLY)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood Wealth 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
Mill Creek Capital Advisors
Alpine Bank Wealth Management
Hilton Capital Management
Watchman Group
Peak Financial Advisors
CI Investments
Knightsbridge Asset Management
Proficio Capital Partners
Leuthold Weeden Capital Management

View all funds holding Simplify Exchange Traded Fun