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Simplify Exchange Traded Fun shares owned by Tranquilli Financial Advisor

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Tranquilli Financial Advisor from 13F filings

Historical chart of Tranquilli Financial Advisor investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Tranquilli Financial Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Tranquilli Financial Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $697k 14k 50.35
2025-06-30 $681k 14k 50.09

More positions owned by Tranquilli Financial Advisor

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Consum Dis Etf (VCR)
Vanguard World Utilities Etf (VPU)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard World Industrial Etf (VIS)
Vanguard World Financials Etf (VFH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Materials Etf (VAW)

View all positions for Tranquilli Financial Advisor

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