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Simplify Exchange Traded Fun shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TYA) 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 $2.1k 161 12.77

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

True Wealth Design
Magnolia Private Wealth
Heck Capital Advisors
Stapp Wealth Management, P
Mid-American Wealth Advisory Group
Continuum Advisory
AE Wealth Management
Whalen Wealth Management
Hilltop Holdings
Inspire Advisors
Private Client Services
Change Path
Lloyd Advisory Services
Great Lakes Retirement
Lane Brothers & Co

View all funds holding Simplify Exchange Traded Fun