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Simplify Exchange Traded Fun shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $101k 2.4k 41.48

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Simplify Exchange Traded Fun

Commonwealth Equity Services
LPL Financial
Authentikos Wealth Advisory
AE Wealth Management
Independent Wealth Advisors
Evolution Wealth Management
Ironsides Asset Advisors
Austin Wealth Management
Old Mission Capital
Steward Partners Investment Advisory
Lloyd Advisory Services
Park Edge Advisors
Susquehanna International
Elevated Capital Advisors
B.O.S.S. Retirement Advisors

View all funds holding Simplify Exchange Traded Fun