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Atria Wealth Solutions’s Simplify MBS ETF MTBA Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-13,525
Closed -$672K – 2002
2024
Q4 		$672K Buy
+13,525
New +$681K 0.01% 1103

Other funds holding MTBA

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return

Atria Wealth Solutions's MTBA Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Simplify MBS ETF (MTBA) in Q1 2025, closing a stake of 13,525 shares — an estimated $672K sold.

Atria Wealth Solutions first reported a position in MTBA in Q4 2024 and held it in 1 quarter. The position peaked at $672K in Q4 2024. 152 funds tracked by Wall St. Rank hold MTBA as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Simplify MBS ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 13,525 Simplify MBS ETF shares in Q1 2025, an estimated $672K.
  • Atria Wealth Solutions first reported a position in Simplify MBS ETF in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Simplify MBS ETF position peaked at $672K in Q4 2024.
  • 152 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.