MTBA β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in AlphaQ Advisors LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which AlphaQ Advisors LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (MTBA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.13% (2025 Q1)
πŸ“Š Avg. % of fund
2.13%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q1
⏱ Quarters held
1
% of Fund (quarterly)    MTBA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 INITIATED 17,719 β€” β€” 2.13% $888K $47.44

🏒 Other funds also holding MTBA

As of 2025 Q4 β€” sorted by position size

Watchman Group, Inc. 3Y 10.0% Edge Wealth Management LLC 3Y 7Y 8.9% PEAK FINANCIAL ADVISORS LLC 3Y 8.48% Morling Financial Advisors, LLC 3Y 5.37% True Wealth Design, LLC 3Y 3.7% Hilton Capital Management, LLC 3Y 7Y 3.19% HUTCHINSON CAPITAL MANAGEMENT/CA 3Y 7Y 2.9% Convergence Financial, LLC 2.89% Andina Capital Management, LLC 2.09% Tortoise Investment Management, LLC 3Y 7Y 2.08%
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