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Simplify Exchange Traded Fun shares owned by Matrix Trust

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

Historical chart of Matrix Trust investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Matrix Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $811k 42k 19.17
2025-06-30 $984k 45k 22.00
2025-03-31 $1.0M 44k 23.20
2024-12-31 $795k 32k 24.50
2024-09-30 $110k 4.5k 24.66

More positions owned by Matrix Trust

Ishares Tr MRNGSTR LG-CP VL (ILCV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr S&p 500 Index (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Hartford Fds Exchange Traded Hartford Quality (QUVU)

View all positions for Matrix Trust

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Old Mission Capital
Matrix Trust
Envestnet Asset Management
Legacy Wealth Managment
Legacy Investment Solutions
Altiora Financial Group
Drive Wealth Management
Advisor Group Holdings
Morgan Stanley
UBS Group
Bank Of Montreal

View all funds holding Simplify Exchange Traded Fun