Trust Point »

Simplify Exchange Traded Fun shares owned by Trust Point

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

Historical chart of Trust Point investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Trust Point 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 Trust Point

Quarter filed Position value Share count Share price at filing
2026-06-30 $303k 6.1k 49.24

More positions owned by Trust Point

Wisdomtree Common Stock (QGRW)
Vanguard Common Stock (VIG)
Vanguard Common Stock (VV)
Vanguard Common Stock (IVOV)
Ishares Common Stock (ISTB)
State Street Spdr Common Stock (KRE)
Nvidia Corp Common Stock (NVDA)
Principal Financial Group Common Stock (PFG)
Ishares Common Stock (IVW)
Ishares Common Stock (IWB)
Ishares Common Stock (IVE)
Alphabet Common Stock (GOOGL)
SPDR Common Stock (SPY)
Microsoft Corp Common Stock (MSFT)
Vanguard Common Stock (VTI)

View all positions for Trust Point

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Wells Fargo & Company
Mml Investors Services
Edge Wealth Management
Evergreen Capital Management
Watchman Group
Hilton Capital Management
Knightsbridge Asset Management
Change Path
LPL Financial
L2 Asset Management
Tortoise Investment Management
Aprio Wealth Management
Convergence Financial
Pekin, Singer Strauss Asset Management

View all funds holding Simplify Exchange Traded Fun