KAS
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Kestra Advisory Services’s Simplify MBS ETF MTBA Stock Holding History

Kestra Advisory Services’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
-1,403
Closed -$70.7K – 3920
2025
Q4 		$70.7K Buy
+1,403
New +$70.8K ﹤0.01% 3702

Other funds holding MTBA

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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

Kestra Advisory Services's MTBA Position: Q1 2026 in Review

Kestra Advisory Services sold out of Simplify MBS ETF (MTBA) in Q1 2026, closing a stake of 1,403 shares — an estimated $70.7K sold.

Kestra Advisory Services first reported a position in MTBA in Q4 2025 and held it in 1 quarter. The position peaked at $70.7K in Q4 2025. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Kestra Advisory Services reported no remaining Simplify MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,403 Simplify MBS ETF shares in Q1 2026, an estimated $70.7K.
  • Kestra Advisory Services first reported a position in Simplify MBS ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Simplify MBS ETF position peaked at $70.7K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.