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Investors Research Corp’s Simplify MBS ETF MTBA Stock Holding History

Investors Research Corp’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
-446
Closed -$22.5K – 916
2025
Q4 		$22.5K Hold
446
– – ﹤0.01% 530
2025
Q3 		$22.5K Sell
446
-440
-50% -$22.1K ﹤0.01% 541
2025
Q2 		$44.4K Hold
886
– – 0.01% 486
2025
Q1 		$44.4K Hold
886
– – 0.01% 478
2024
Q4 		$44K Hold
886
– – 0.01% 486
2024
Q3 		$45.6K Buy
+886
New +$45.4K 0.01% 492

Other funds holding MTBA

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
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 $1.47B 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

Investors Research Corp's MTBA Position: Q1 2026 in Review

Investors Research Corp sold out of Simplify MBS ETF (MTBA) in Q1 2026, closing a stake of 446 shares — an estimated $22.5K sold.

Investors Research Corp first reported a position in MTBA in Q3 2024 and held it in 6 quarters. The position peaked at $45.6K in Q3 2024. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Investors Research Corp reported no remaining Simplify MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Investors Research Corp sold 446 Simplify MBS ETF shares in Q1 2026, an estimated $22.5K.
  • Investors Research Corp first reported a position in Simplify MBS ETF in Q3 2024 and held it in 6 quarters.
  • Investors Research Corp's Simplify MBS ETF position peaked at $45.6K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.