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Simplify Exchange Traded Fun shares owned by Sharp Financial Services

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

Historical chart of Sharp Financial Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Sharp Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $242k 4.8k 50.35
2025-06-30 $353k 7.1k 50.09
2025-03-31 $226k 4.5k 50.14
2024-12-31 $258k 5.2k 49.69

More positions owned by Sharp Financial Services

Ishares Tr Dow Jones Us Etf (IYY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Financial (XLF)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Sharp Financial Services

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
Convergence Financial
Edge Wealth Management
Bank of New York Mellon

View all funds holding Simplify Exchange Traded Fun