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MTBAMTBA
9 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 152,032 shares of MTBA (SIMPLIFY EXCHANGE TRADED FUN), worth $7.4M as of 2026-Q2. The position was decreased (-13.6% shares). MTBA represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$7.4M

Current Shares

152,032

Total Value Change

+$6.9M

Total Shares Change

+141,180

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
152,032
-13.6%
$7.4M0.0%$48.84
0
2026-Q1
Decreased
175,942
-49.9%
$8.7M0.0%$48.52
0
2025-Q4
Increased
351,358
+20.6%
$17.7M0.0%$48.73
34
2025-Q3
Increased
291,373
+17.2%
$14.7M0.0%$47.93
33
2025-Q2
Decreased
248,545
-11.3%
$12.4M0.0%$46.97
0
2025-Q1
Increased
280,134
+167.8%
$14M0.0%$46.32
45
2024-Q4
Decreased
104,619
-2.6%
$5.2M0.0%$45.22
0
2024-Q3
Increased
107,470
+890.3%
$5.5M0.0%$46.15
44
2024-Q2
New
10,852
-
$546,5070.0%$44.49
34

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

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