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Simplify Exchange Traded Fun shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial 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 Sequoia Financial 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 22k 50.41
2025-09-30 $559k 11k 50.35
2025-06-30 $556k 11k 50.09
2025-03-31 $557k 11k 50.14
2024-12-31 $552k 11k 49.69