A. Montag and Associates »

Simplify Exchange Traded Fun shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (RFIX) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by A. Montag and Associates 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 A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $67k 1.6k 42.71
2025-06-30 $76k 1.6k 48.62

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Alphabet Cap Stk Cl A (GOOGL)
Coca-Cola Company (KO)
Wal-Mart Stores (WMT)

View all positions for A. Montag and Associates

Top funds holding Simplify Exchange Traded Fun

Jane Street
True Wealth Design
Simplify Asset Management
Prosperity Wealth Management
Intrepid Family Office
Mount Lucas Management Corporation
Principal Securities
Envestnet Asset Management
Old Mission Capital
Cove Street Capital
Ancora Advisors
Steward Partners Investment Advisory
AE Wealth Management
UBS Group

View all funds holding Simplify Exchange Traded Fun