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Simplify Exchange Traded Fun shares owned by Lifetime Wealth Management P.C.

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Lifetime Wealth Management P.C. from 13F filings

Historical chart of Lifetime Wealth Management P.C. investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Lifetime Wealth Management P.C. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Lifetime Wealth Management P.C.

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 54k 50.41

More positions owned by Lifetime Wealth Management P.C.

Spdr Series Trust State Street Spd (BIL)
Kaspi Kz Jsc Sponsored Ads (KSPI)
Petroleo Brasileiro Sa Sp Adr Non Vtg (PBR.A)
Vale S A Sponsored Ads (VALE)
Ishares Tr Brazil Sm-cp Etf (EWZS)
Canadian Natural Resources (CNQ)
Sprott Asset Management Physical Gold Tr (PHYS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Jp Morgan Em Etf (LEMB)
Copa Holdings Sa Cl A (CPA)
British Amern Tob Sponsored Adr (BTI)
Abbvie (ABBV)
Noble Corp Ord Shs A (NE)
Warrior Met Coal (HCC)
Ulta Salon, Cosmetics & Fragrance (ULTA)

View all positions for Lifetime Wealth Management P.C.

Top funds holding Simplify Exchange Traded Fun

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

View all funds holding Simplify Exchange Traded Fun