Marshall Investment Management »

Simplify Exchange Traded Fun shares owned by Marshall Investment Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Marshall Investment Management from 13F filings

Historical chart of Marshall Investment Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Marshall Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Marshall Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.7k 94 49.70

More positions owned by Marshall Investment Management

Spdr Gold Tr Gold Shs (GLD)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Fidelity Covington Trust Enhanced Large (FELV)
Fidelity Covington Trust Fidelity Fund Lr (FFLG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
First Tr Exchange-traded Emerging Markets (FTHF)

View all positions for Marshall Investment Management

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