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Simplify Exchange Traded Fun shares owned by Morling Financial Advisors

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

Historical chart of Morling Financial 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 Morling Financial 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 Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 312k 50.35
2025-06-30 $15M 295k 50.09
2025-03-31 $15M 300k 50.14
2024-12-31 $14M 282k 49.69

More positions owned by Morling Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Tcw Etf Trust Flexible Income (FLXR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)
Ishares Core Msci Emkt (IEMG)

View all positions for Morling Financial Advisors

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