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Meridian Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Meridian Wealth Management’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
-5,021
Closed -$253K – 805
2025
Q4 		$253K Sell
5,021
-14,248
-74% -$719K 0.01% 664
2025
Q3 		$970K Buy
19,269
+9,869
+105% +$495K 0.04% 334
2025
Q2 		$471K Buy
+9,400
New +$468K 0.02% 455

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

Meridian Wealth Management's MTBA Position: Q1 2026 in Review

Meridian Wealth Management sold out of Simplify MBS ETF (MTBA) in Q1 2026, closing a stake of 5,021 shares — an estimated $253K sold.

Meridian Wealth Management first reported a position in MTBA in Q2 2025 and held it in 3 quarters. The position peaked at $970K in Q3 2025. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Meridian Wealth Management reported no remaining Simplify MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 5,021 Simplify MBS ETF shares in Q1 2026, an estimated $253K.
  • Meridian Wealth Management first reported a position in Simplify MBS ETF in Q2 2025 and held it in 3 quarters.
  • Meridian Wealth Management's Simplify MBS ETF position peaked at $970K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.