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MTBAMTBA
Showing 8 of 11 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

COMMONWEALTH EQUITY SERVICES, LLC holds 199,270 shares of MTBA (SIMPLIFY EXCHANGE TRADED FUN), worth $9.8M as of 2026-Q2. The position was decreased (-12.5% shares). MTBA represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$9.8M

Current Shares

199,270

Total Value Change

+$2.8M

Total Shares Change

+62,818

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
199,270
-12.5%
$9.8M0.0%$48.84
0
2026-Q1
Increased
227,652
+4.4%
$11.3M0.0%$48.52
29
2025-Q4
Increased
218,029
+3.9%
$11M0.0%$48.73
29
2025-Q3
Decreased
209,935
-3.8%
$10.6M0.0%$47.93
0
2025-Q2
Increased
218,226
+42.0%
$10.9M0.0%$46.97
37
2025-Q1
Increased
153,697
+0.9%
$7.7M0.0%$46.32
28
2024-Q4
Increased
152,311
+11.6%
$7.6M0.0%$45.22
31
2024-Q3
Increased
136,452
+4.2%
$7M0.0%$46.15
28

Other major holders of MTBA: SEI INVESTMENTS CO, ENVESTNET ASSET MANAGEMENT INC

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