Simplify Exchange Traded Fun shares owned by Private Advisor
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Private Advisor consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 101k | 50.35 |
| 2025-06-30 | $4.7M | 93k | 50.09 |
| 2025-03-31 | $4.5M | 89k | 50.14 |
| 2024-12-31 | $3.4M | 69k | 49.69 |
| 2024-09-30 | $2.3M | 45k | 51.48 |
| 2024-06-30 | $506k | 10k | 50.36 |
| 2024-03-31 | $265k | 5.2k | 50.91 |