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MTBAMTBA
8 quarters

Position history for OPOrion Porfolio Solutions, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Orion Porfolio Solutions, LLC holds 23,982 shares of MTBA (SIMPLIFY EXCHANGE TRADED FUN), worth $1.2M as of 2026-Q2. The position was decreased (-59.1% shares). MTBA represents 0.0% of Orion Porfolio Solutions, LLC's portfolio.

Current Value

$1.2M

Current Shares

23,982

Total Value Change

-$2M

Total Shares Change

-37,852

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
23,982
-59.1%
$1.2M0.0%$48.84
0
2026-Q1
Increased
58,572
+5.3%
$2.9M0.0%$48.52
28
2025-Q4
Decreased
55,650
-5.5%
$2.8M0.0%$48.73
0
2025-Q3
Decreased
58,914
-3.3%
$3M0.0%$47.93
0
2025-Q2
Decreased
60,922
-36.5%
$3.1M0.0%$46.97
0
2025-Q1
Increased
95,919
+66.5%
$4.8M0.0%$46.32
40
2024-Q4
Decreased
57,604
-6.8%
$2.9M0.0%$45.22
0
2024-Q3
New
61,834
-
$3.2M0.0%$46.15
37

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

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