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Simplify Exchange Traded Fun shares owned by Oakmont Partners

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

Historical chart of Oakmont 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 Oakmont Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.4M 69k 49.69
2024-03-31 $2.0M 40k 50.91

More positions owned by Oakmont Partners

Kla Corp Com New (KLAC)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Spdr Series Trust Portfolio S&p600 (SPSM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Oakmont Partners

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