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Simplify Exchange Traded Fun shares owned by Sanctuary Advisors

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

Historical chart of Sanctuary Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 129k 50.14
2025-06-30 $6.8M 136k 50.09
2025-03-31 $6.5M 129k 50.14
2024-12-31 $7.3M 147k 49.75
2024-09-30 $5.9M 118k 50.16

More positions owned by Sanctuary Advisors

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Visa Com Cl A (V)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Wal-Mart Stores (WMT)
Vanguard Specialized Funds Div App Etf (VIG)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Sanctuary Advisors

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
Peak Financial Advisors
Wealth Enhancement Advisory Services
Convergence Financial

View all funds holding Simplify Exchange Traded Fun