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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

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

Quarter filed Position value Share count Share price at filing
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)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vulcan Materials Company (VMC)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Assetmark Financial Hldg (AMK)
Pacer Fds Tr Pacer Us Small (CALF)
Markel Corporation (MKL)
Ishares Tr Ibonds Dec 2032 (IBDX)
Blackstone Group Inc Com Cl A (BX)
Starwood Property Trust (STWD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Performance Food (PFGC)
Wp Carey (WPC)

View all positions for Stony Point Wealth Management

Top funds holding Simplify Exchange Traded Fun

Peak Financial Advisors
CI Investments
BlueCrest Capital Management
Charter Trust
Aprio Wealth Management
Park Edge Advisors
Commonwealth Equity Services
Andina Capital Management
Pekin, Singer Strauss Asset Management
Almanack Investment Partners
Simplify Asset Management
Mount Lucas Management Corporation
BlackDiamond Wealth Management
Horizon Investments
Oakmont Partners

View all funds holding Simplify Exchange Traded Fun