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Simplify Exchange Traded Fun shares owned by Steinberganna Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Steinberganna Wealth Management from 13F filings

Historical chart of Steinberganna Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Steinberganna Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $623k 12k 50.35

More positions owned by Steinberganna Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Dow Jones Us Etf (IYY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Cyberark Software SHS (CYBR)
Insulet Corporation (PODD)
Palo Alto Networks (PANW)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Morningstar Grwt (ILCG)

View all positions for Steinberganna Wealth Management

Top funds holding Simplify Exchange Traded Fun

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View all funds holding Simplify Exchange Traded Fun