Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

MTBAMTBA
10 quarters

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

Yes. Wealth Enhancement Advisory Services holds 47,621 shares of MTBA (Simplify Exchange Traded Fun), worth $2.2M, as of its Q3 2026 13F filing. It reduced the position by 104,411 shares (-68.7%) from Q2 2026. Wealth Enhancement Advisory Services has held MTBA since Q2 2024, across 10 quarterly 13F filings.

Current Value

$2.2M

Current Shares

47,621

Total Value Change

+$1.7M

Total Shares Change

+36,769

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
47,621
-68.7%
$2.2M0.0%$46.76
0
2026-Q2
Decreased
152,032
-13.6%
$7.4M0.0%$48.61
0
2026-Q1
Decreased
175,942
-49.9%
$8.7M0.0%$48.29
0
2025-Q4
Increased
351,358
+20.6%
$17.7M0.0%$48.50
34
2025-Q3
Increased
291,373
+17.2%
$14.7M0.0%$47.70
33
2025-Q2
Decreased
248,545
-11.3%
$12.4M0.0%$46.75
0
2025-Q1
Increased
280,134
+167.8%
$14M0.0%$46.10
45
2024-Q4
Decreased
104,619
-2.6%
$5.2M0.0%$45.00
0
2024-Q3
Increased
107,470
+890.3%
$5.5M0.0%$45.93
44
2024-Q2
New
10,852
-
$546,5070.0%$44.28
34

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used