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Steward Partners Investment Advisory’s Simplify MBS ETF MTBA Stock Holding History

Steward Partners Investment Advisory’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 		$372K Buy
7,572
+228
+3% +$11.3K ﹤0.01% 1886
2026
Q1 		$363K Buy
7,344
+78
+1% +$3.92K ﹤0.01% 1692
2025
Q4 		$366K Sell
7,266
-446
-6% -$22.5K ﹤0.01% 1602
2025
Q3 		$388K Sell
7,712
-2,054
-21% -$103K ﹤0.01% 1513
2025
Q2 		$489K Buy
9,766
+2,847
+41% +$142K ﹤0.01% 1312
2025
Q1 		$347K Buy
6,919
+2,801
+68% +$140K ﹤0.01% 1375
2024
Q4 		$205K Buy
4,118
+2,046
+99% +$103K ﹤0.01% 1597
2024
Q3 		$107K Buy
+2,072
New +$106K ﹤0.01% 1840

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 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
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Steward Partners Investment Advisory's MTBA Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Simplify MBS ETF (MTBA) stake by 3.1% in Q2 2026, buying an estimated $11.3K and bringing the position to 7,572 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Steward Partners Investment Advisory first reported a position in MTBA in Q3 2024 and has held it in 8 quarters since. The position peaked at $489K in Q2 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Steward Partners Investment Advisory held 7,572 shares of Simplify MBS ETF worth $372K as of Q2 2026.
  • Steward Partners Investment Advisory bought 228 Simplify MBS ETF shares in Q2 2026, an estimated $11.3K.
  • Simplify MBS ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1886 holding.
  • Steward Partners Investment Advisory first reported a position in Simplify MBS ETF in Q3 2024 and has held it in 8 quarters since.
  • Steward Partners Investment Advisory's Simplify MBS ETF position peaked at $489K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.