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Prevail Innovative Wealth Advisors’s Simplify MBS ETF MTBA Stock Holding History

Prevail Innovative Wealth Advisors’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
Q2 		$9.55M Sell
194,583
-815
-0.4% -$40.2K 1.42% 13
2026
Q1 		$9.66M Buy
195,398
+122,867
+169% +$6.18M 1.63% 7
2025
Q4 		$3.66M Buy
+72,531
New +$3.66M 0.66% 59

Other funds holding MTBA

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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prevail Innovative Wealth Advisors's MTBA Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Simplify MBS ETF (MTBA) stake by 0.42% in Q2 2026, selling an estimated $40.2K and leaving 194,583 shares worth $9.55M. The position accounts for 1.42% of the portfolio, ranked #13.

Prevail Innovative Wealth Advisors first reported a position in MTBA in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.66M in Q1 2026. 65 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 194,583 shares of Simplify MBS ETF worth $9.55M as of Q2 2026.
  • Prevail Innovative Wealth Advisors sold 815 Simplify MBS ETF shares in Q2 2026, an estimated $40.2K.
  • Simplify MBS ETF made up 1.42% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Simplify MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Prevail Innovative Wealth Advisors's Simplify MBS ETF position peaked at $9.66M in Q1 2026.
  • 65 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.