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Simplify Exchange Traded Fun shares owned by PFG Investments

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

Historical chart of PFG Investments investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by PFG Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $444k 8.8k 50.35
2025-06-30 $358k 7.1k 50.09
2025-03-31 $334k 6.7k 50.14
2024-12-31 $319k 6.4k 49.69
2024-09-30 $325k 6.3k 51.48

More positions owned by PFG Investments

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Pimco Dynamic Income SHS (PDI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Pimco Etf Tr Enhancd Short (EMNT)
Johnson & Johnson (JNJ)
Palantir Technologies Cl A (PLTR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)

View all positions for PFG Investments

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