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Simplify Exchange Traded Fun shares owned by Magnolia Private Wealth

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

Historical chart of Magnolia Private Wealth investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Magnolia Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Magnolia Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $314k 6.2k 50.41
2025-09-30 $313k 6.2k 50.35
2025-06-30 $311k 6.2k 50.09
2025-03-31 $311k 6.2k 50.14

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Avantis U.s. Equity Etf Etf (AVUS)
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Janus Henderson Aaa Clo Etf Etf (JAAA)
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Apple Stock (AAPL)
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)
Avantis All Equity Markets Etf Etf (AVGE)
Dimensional International Core Equity Market Etf Etf (DFAI)
Return Stacked U.s. Stocks & Managed Futures Etf Etf (RSST)
Microsoft Corp Stock (MSFT)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Magnolia Private Wealth

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