Patten »

Simplify Exchange Traded Fun shares owned by Patten

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

Historical chart of Patten investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Patten 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 Patten

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 34k 50.35
2025-06-30 $1.4M 28k 50.09

More positions owned by Patten

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Visa Com Cl A (V)
Broadcom (AVGO)
Coca-Cola Company (KO)
Ishares Tr Rus 1000 Grw Etf (IWF)
JPMorgan Chase & Co. (JPM)
Kimberly-Clark Corporation (KMB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Raytheon Technologies Corp (RTX)
Eaton Corp SHS (ETN)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Patten

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