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ORG Wealth Partners’s Simplify MBS ETF MTBA Stock Holding History

ORG Wealth Partners’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
-285
Closed -$14.4K – 671
2025
Q4 		$14.4K Hold
285
– – ﹤0.01% 441
2025
Q3 		$14.4K Sell
285
-60
-17% -$3.01K ﹤0.01% 439
2025
Q2 		$17.3K Hold
345
– – ﹤0.01% 443
2025
Q1 		$17.4K Buy
+345
New +$17.2K 0.01% 466

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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

ORG Wealth Partners's MTBA Position: Q1 2026 in Review

ORG Wealth Partners sold out of Simplify MBS ETF (MTBA) in Q1 2026, closing a stake of 285 shares — an estimated $14.4K sold.

ORG Wealth Partners first reported a position in MTBA in Q1 2025 and held it in 4 quarters. The position peaked at $17.4K in Q1 2025. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • ORG Wealth Partners reported no remaining Simplify MBS ETF position as of Q1 2026 after selling out during the quarter.
  • ORG Wealth Partners sold 285 Simplify MBS ETF shares in Q1 2026, an estimated $14.4K.
  • ORG Wealth Partners first reported a position in Simplify MBS ETF in Q1 2025 and held it in 4 quarters.
  • ORG Wealth Partners's Simplify MBS ETF position peaked at $17.4K in Q1 2025.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.