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Simplify Exchange Traded Fun shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth 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 ORG Wealth 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 ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 285 50.48
2025-09-30 $14k 285 50.42
2025-06-30 $17k 345 50.11
2025-03-31 $17k 345 50.37

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Common Stock (CORZW)
Berkshire Hathaway Inc Del Cl A Common Stock (BRK.A)
Berkshire Hathaway Common Stock (BRK.B)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Exxon Mobil Corp Common Stock (XOM)
Energy Transfer Limited Partnershp (ET)
Amazon.com Common Stock (AMZN)
Jpmorgan Ultra Short Uit Exchange Traded (JPST)
Armour Residential Reit Inc Com Par $0 001 Common Stock (ARR)
Abbvie Common Stock (ABBV)
Microsoft Corp Common Stock (MSFT)
Abbott Labs Common Stock (ABT)
Palantir Technologies In Common Stock (PLTR)

View all positions for ORG Wealth Partners

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