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Simplify Exchange Traded Fun shares owned by Legacy Wealth Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Legacy Wealth Advisors from 13F filings

Historical chart of Legacy 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 Legacy 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 Legacy Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $948k 19k 49.46

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View all positions for Legacy Wealth Advisors

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Wells Fargo & Company
Mml Investors Services
Edge Wealth Management
Evergreen Capital Management
Watchman Group
Hilton Capital Management
Knightsbridge Asset Management
Change Path
LPL Financial
Tortoise Investment Management
Aprio Wealth Management
Convergence Financial
Pekin, Singer Strauss Asset Management
Proficio Capital Partners

View all funds holding Simplify Exchange Traded Fun