Ameritas Advisory Services’s Simplify MBS ETF MTBA Stock Holding History

Ameritas Advisory Services’s Portfolio MTBA Stock Details MTBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Buy	+28,446	New	+$1.4M	0.03%	455
2025 Q4	–	Sell	-32,350	Closed	-$1.63M	–	1683
2025 Q3	$1.63M	Buy	32,350 +30,396	+1,556%	+$1.53M	0.11%	171
2025 Q2	$97.9K	Sell	1,954 -17,621	-90%	-$877K	0.01%	997
2025 Q1	$973K	Sell	19,575 -20,000	-51%	-$999K	0.04%	400
2024 Q4	$1.97M	Buy	39,575 +25,600	+183%	+$1.29M	0.07%	264
2024 Q3	$719K	Sell	13,975 -28,525	-67%	-$1.46M	0.03%	457
2024 Q2	$2.14M	Buy	42,500 +14,600	+52%	+$736K	0.08%	240
2024 Q1	$1.4M	Buy	+27,900	New	+$1.42M	0.06%	308

Other funds holding MTBA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

KAM

Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Ameritas Advisory Services's MTBA Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Simplify MBS ETF (MTBA) in Q2 2026: 28,446 shares worth $1.4M. The stake represents 0.03% of the portfolio and ranks #455 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in MTBA as recently as Q3 2025.

Ameritas Advisory Services first reported a position in MTBA in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q2 2024. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

Ameritas Advisory Services held 28,446 shares of Simplify MBS ETF worth $1.4M as of Q2 2026.
Simplify MBS ETF was a new Ameritas Advisory Services position in Q2 2026.
Simplify MBS ETF made up 0.03% of Ameritas Advisory Services's portfolio in Q2 2026, its #455 holding.
Ameritas Advisory Services first reported a position in Simplify MBS ETF in Q1 2024 and has held it in 8 quarters since.
Ameritas Advisory Services's Simplify MBS ETF position peaked at $2.14M in Q2 2024.
150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.