Magnus Financial Group »

Simplify Exchange Traded Fun shares owned by Magnus Financial Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Magnus Financial Group from 13F filings

Historical chart of Magnus Financial Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Magnus Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Magnus Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $213k 4.3k 50.09
2025-03-31 $214k 4.3k 50.15
2024-12-31 $223k 4.5k 49.69
2024-09-30 $1.6M 32k 51.48
2024-06-30 $1.1M 22k 50.36

More positions owned by Magnus Financial Group

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)

View all positions for Magnus Financial Group

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Wells Fargo & Company
Mml Investors Services
Evergreen Capital Management
Hilton Capital Management
Watchman Group
Change Path
Knightsbridge Asset Management
LPL Financial
CI Investments
Tortoise Investment Management
Aprio Wealth Management
Convergence Financial
Edge Wealth Management
Bank of New York Mellon

View all funds holding Simplify Exchange Traded Fun