Wealth Enhancement Advisory Services’s Simplify MBS ETF MTBA Stock Holding History

Wealth Enhancement 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 Q2	$7.44M	Sell	152,032 -23,910	-14%	-$1.18M	0.01%	801
2026 Q1	$8.72M	Sell	175,942 -175,416	-50%	-$8.82M	0.02%	648
2025 Q4	$17.7M	Buy	351,358 +59,985	+21%	+$3.03M	0.02%	511
2025 Q3	$14.7M	Buy	291,373 +42,828	+17%	+$2.15M	0.02%	525
2025 Q2	$12.4M	Sell	248,545 -31,589	-11%	-$1.57M	0.02%	566
2025 Q1	$14M	Buy	280,134 +175,515	+168%	+$8.76M	0.03%	498
2024 Q4	$5.2M	Sell	104,619 -2,851	-3%	-$144K	0.01%	784
2024 Q3	$5.53M	Buy	107,470 +96,618	+890%	+$4.95M	0.01%	692
2024 Q2	$547K	Buy	+10,852	New	+$547K	﹤0.01%	1596

Other funds holding MTBA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's MTBA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Simplify MBS ETF (MTBA) stake by 14% in Q2 2026, selling an estimated $1.18M and leaving 152,032 shares worth $7.44M. The position accounts for 0.01% of the portfolio, ranked #801.

Wealth Enhancement Advisory Services first reported a position in MTBA in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.7M in Q4 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

Wealth Enhancement Advisory Services held 152,032 shares of Simplify MBS ETF worth $7.44M as of Q2 2026.
Wealth Enhancement Advisory Services sold 23,910 Simplify MBS ETF shares in Q2 2026, an estimated $1.18M.
Simplify MBS ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #801 holding.
Wealth Enhancement Advisory Services first reported a position in Simplify MBS ETF in Q2 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Simplify MBS ETF position peaked at $17.7M in Q4 2025.
150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.