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Simplify Exchange Traded Fun shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan 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 WealthPlan 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.9M 116k 50.41

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Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr Series Trust State Street Spd (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Simplify Exchange Traded Fun

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View all funds holding Simplify Exchange Traded Fun