Narus Financial Partners »

Simplify Exchange Traded Fun shares owned by Narus Financial Partners

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

Historical chart of Narus Financial Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Narus Financial Partners 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 Narus Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $212k 4.2k 50.36

More positions owned by Narus Financial Partners

Wal-Mart Stores (WMT)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)

View all positions for Narus Financial Partners

Top funds holding Simplify Exchange Traded Fun

Municipal Employees' Retirement System of Michigan
Sei Investments
Wells Fargo & Company
Envestnet Asset Management
Mml Investors Services
Simplify Asset Management
Mill Creek Capital Advisors
Alpine Bank Wealth Management
Hilton Capital Management
Watchman Group
Peak Financial Advisors
CI Investments
Knightsbridge Asset Management
Proficio Capital Partners
Leuthold Weeden Capital Management

View all funds holding Simplify Exchange Traded Fun