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Evolve Private Wealth’s Simplify MBS ETF MTBA Stock Holding History

Evolve Private Wealth’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
-3,993
Closed -$201K – 1035
2025
Q4 		$201K Buy
+3,993
New +$202K 0.01% 871

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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
EWM
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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 $1.47B AUM 18.73% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evolve Private Wealth's MTBA Position: Q1 2026 in Review

Evolve Private Wealth sold out of Simplify MBS ETF (MTBA) in Q1 2026, closing a stake of 3,993 shares — an estimated $201K sold.

Evolve Private Wealth first reported a position in MTBA in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Evolve Private Wealth reported no remaining Simplify MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 3,993 Simplify MBS ETF shares in Q1 2026, an estimated $201K.
  • Evolve Private Wealth first reported a position in Simplify MBS ETF in Q4 2025 and held it in 1 quarter.
  • Evolve Private Wealth's Simplify MBS ETF position peaked at $201K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.