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Simplify Exchange Traded Fun shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $154k 3.1k 50.40
2025-06-30 $51k 1.0k 50.10
2025-03-31 $54k 1.1k 50.14

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View all positions for SRS Capital Advisors

Top funds holding Simplify Exchange Traded Fun

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

View all funds holding Simplify Exchange Traded Fun