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Continuum Advisory’s Simplify MBS ETF MTBA Stock Holding History

Continuum Advisory’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 		$1.32M Sell
26,598
-17,912
-40% -$901K 0.13% 157
2025
Q4 		$2.24M Sell
44,510
-37,414
-46% -$1.89M 0.22% 99
2025
Q3 		$4.12M Buy
+81,924
New +$4.11M 0.44% 59
2025
Q1 		– Sell
-413
Closed -$20.5K – 1842
2024
Q4 		$20.5K Hold
413
– – ﹤0.01% 849
2024
Q3 		$20.7K Buy
+413
New +$21.2K ﹤0.01% 840

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 $447M AUM 18.59% 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

Continuum Advisory's MTBA Position: Q1 2026 in Review

Continuum Advisory reduced its Simplify MBS ETF (MTBA) stake by 40% in Q1 2026, selling an estimated $901K and leaving 26,598 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #157.

Continuum Advisory first reported a position in MTBA in Q3 2024 and has held it in 5 quarters since. The position peaked at $4.12M in Q3 2025. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Continuum Advisory held 26,598 shares of Simplify MBS ETF worth $1.32M as of Q1 2026.
  • Continuum Advisory sold 17,912 Simplify MBS ETF shares in Q1 2026, an estimated $901K.
  • Simplify MBS ETF made up 0.13% of Continuum Advisory's portfolio in Q1 2026, its #157 holding.
  • Continuum Advisory first reported a position in Simplify MBS ETF in Q3 2024 and has held it in 5 quarters since.
  • Continuum Advisory's Simplify MBS ETF position peaked at $4.12M in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.