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Simplify Exchange Traded Fun shares owned by Proficio Capital Partners

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

Historical chart of Proficio Capital Partners investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Proficio Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 294k 51.48
2024-06-30 $724k 14k 50.36
2024-03-31 $404k 7.9k 50.91

More positions owned by Proficio Capital Partners

Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alps Etf Tr Alerian Mlp (AMLP)
Goldman Sachs Physical Gold Unit (AAAU)
Global X Fds Artificial Etf (AIQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Proficio Capital Partners

Top funds holding Simplify Exchange Traded Fun

Municipal Employees' Retirement System of Michigan
Mml Investors Services
Envestnet Asset Management
Mill Creek Capital Advisors
Simplify Asset Management
Wells Fargo & Company
Watchman Group
Peak Financial Advisors
CI Investments
Knightsbridge Asset Management
Proficio Capital Partners
Leuthold Weeden Capital Management
Park Edge Advisors
Aprio Wealth Management
First American Trust

View all funds holding Simplify Exchange Traded Fun