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Simplify Exchange Traded Fun shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.9M 58k 49.69
2024-09-30 $3.2M 62k 51.48

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Anthem (ELV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Fiserv (FI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Air Products & Chemicals (APD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds Value Etf (VTV)

View all positions for Orion Portfolio Solutions

Top funds holding Simplify Exchange Traded Fun

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

View all funds holding Simplify Exchange Traded Fun