SEC 13F Intelligence

Priebe Wealth Holdings LLC / MTBA

Priebe Wealth Holdings LLC’s Simplify Exchange Traded Fun Position

Does Priebe Wealth Holdings LLC own Simplify Exchange Traded Fun (MTBA)? Yes — 123.1K shares worth $6M (+5.34% of its 13F portfolio) as of Q2 2025, up from 94.0K shares the prior filed quarter.

Position Value
$6M
Q2 2025
Shares
123.1K
% of Portfolio
+5.34%
Quarters Held
3
currently held

Position History MTBA

Reported value by quarter
Q4 ’24: $516,776Q4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $6MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025123.1K$6M+5.34%
Q1 202594.0K$5M+2.94%
Q4 202410.4K$516,776+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Priebe Wealth Holdings LLC’s full portfolio or all institutional holders of MTBA.