Cetera Investment Advisers
MTBA icon

Cetera Investment Advisers’s Simplify MBS ETF MTBA Stock Holding History

Cetera Investment Advisers’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
Q1 		– Sell
-4,805
Closed -$242K – 4902
2025
Q4 		$242K Buy
4,805
+183
+4% +$9.24K ﹤0.01% 4087
2025
Q3 		$233K Buy
+4,622
New +$232K ﹤0.01% 4046

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers's MTBA Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Simplify MBS ETF (MTBA) in Q1 2026, closing a stake of 4,805 shares — an estimated $242K sold.

Cetera Investment Advisers first reported a position in MTBA in Q3 2025 and held it in 2 quarters. The position peaked at $242K in Q4 2025. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Simplify MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 4,805 Simplify MBS ETF shares in Q1 2026, an estimated $242K.
  • Cetera Investment Advisers first reported a position in Simplify MBS ETF in Q3 2025 and held it in 2 quarters.
  • Cetera Investment Advisers's Simplify MBS ETF position peaked at $242K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.