Stony Point Wealth Management »

Simplify Exchange Traded Fun shares owned by Stony Point Wealth Management

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

Historical chart of Stony Point 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 Stony Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Stony Point Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 42k 51.48
2024-06-30 $1.6M 33k 50.36
2024-03-31 $1.1M 22k 50.91

More positions owned by Stony Point Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Pacer Fds Tr Pacer Us Small (CALF)
Markel Corporation (MKL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec 2032 (IBDX)
JPMorgan Chase & Co. (JPM)
Blackstone Group Inc Com Cl A (BX)
Starwood Property Trust (STWD)
Vulcan Materials Company (VMC)
Oneok (OKE)
Wp Carey (WPC)
Performance Food (PFGC)

View all positions for Stony Point Wealth Management

Top funds holding Simplify Exchange Traded Fun

Municipal Employees' Retirement System of Michigan
Sei Investments
Wells Fargo & Company
Envestnet Asset Management
Mml Investors Services
Simplify Asset Management
Mill Creek Capital Advisors
Alpine Bank Wealth Management
Hilton Capital Management
Watchman Group
Peak Financial Advisors
CI Investments
Knightsbridge Asset Management
Proficio Capital Partners
Leuthold Weeden Capital Management

View all funds holding Simplify Exchange Traded Fun