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Simplify Exchange Traded Fun shares owned by Stewardship Advisors

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

Historical chart of Stewardship 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 Stewardship 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 Stewardship Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $224k 4.5k 50.14

More positions owned by Stewardship Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Esg Optimized (SUSA)
Vanguard World Esg Intl Stk Etf (VSGX)
Wisdomtree Tr Futre Strat Fd (WTMF)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Stewardship 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
Convergence Financial
Edge Wealth Management
Bank of New York Mellon

View all funds holding Simplify Exchange Traded Fun