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Simplify Exchange Traded Fun shares owned by Tortoise Investment Management

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

Historical chart of Tortoise Investment 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 Tortoise Investment 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 Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 418k 50.35
2025-06-30 $17M 344k 50.09
2025-03-31 $17M 333k 50.14
2024-12-31 $15M 302k 49.69
2024-09-30 $14M 264k 51.48
2024-06-30 $108k 2.1k 50.36