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Simplify Exchange Traded Fun shares owned by Professional Financial Management

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

Historical chart of Professional Financial Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Professional Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.4M 129k 49.46
2025-12-31 $6.1M 121k 50.41

More positions owned by Professional Financial Management

Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Cambria Etf Tr Tail Risk (TAIL)
Vanguard World Extended Dur (EDV)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)
Schwab Strategic Tr Long Term Us (SCHQ)
Kraneshares Trust Quadrtc Int Rt (IVOL)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Neuberger Ber. Intermediate Muni. Fund (NBH)
Ishares Msci Emrg Chn (EMXC)

View all positions for Professional Financial Management

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Wells Fargo & Company
Mml Investors Services
Edge Wealth Management
Evergreen Capital Management
Watchman Group
Hilton Capital Management
Knightsbridge Asset Management
Change Path
LPL Financial
Tortoise Investment Management
Aprio Wealth Management
Convergence Financial
Pekin, Singer Strauss Asset Management
Proficio Capital Partners

View all funds holding Simplify Exchange Traded Fun