Arkadios Wealth Advisors’s Simplify MBS ETF MTBA Stock Holding History

Arkadios Wealth Advisors’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	$1.9M	Buy	+38,672	New	+$1.91M	0.03%	555

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

Arkadios Wealth Advisors's MTBA Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Simplify MBS ETF (MTBA) in Q2 2026: 38,672 shares worth $1.9M. The stake represents 0.03% of the portfolio and ranks #555 among its holdings.

150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

Arkadios Wealth Advisors held 38,672 shares of Simplify MBS ETF worth $1.9M as of Q2 2026.
Simplify MBS ETF was a new Arkadios Wealth Advisors position in Q2 2026.
Simplify MBS ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #555 holding.
150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.