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Simplify Exchange Traded Fun shares owned by OneAscent Family Office

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by OneAscent Family Office from 13F filings

Historical chart of OneAscent Family Office investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by OneAscent Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 4.0k 50.41

More positions owned by OneAscent Family Office

Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Core P (OACP)
Select Sector Spdr Tr State Street Ene (XLE)
Unified Ser Tr Oneascent Large (OALC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Emgrg (OAEM)
Ishares Tr Jpmorgan Usd Emg (EMB)
Etf Opportunities Trust Applied Fina Val (VSLU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for OneAscent Family Office

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Mml Investors Services
Wells Fargo & Company
Evergreen Capital Management
Edge Wealth Management
Hilton Capital Management
Watchman Group
Change Path
Knightsbridge Asset Management
LPL Financial
Proficio Capital Partners
Tortoise Investment Management
Aprio Wealth Management
Convergence Financial
Peak Financial Advisors

View all funds holding Simplify Exchange Traded Fun