Lifetime Wealth Management P.C. / MTBA
Lifetime Wealth Management P.C.’s Simplify Exchange Traded Fun Position
Does Lifetime Wealth Management P.C. own Simplify Exchange Traded Fun (MTBA)? Yes — 60.2K shares worth $3M (+1.69% of its 13F portfolio) as of Q1 2026.
Position Value
$3M
Q1 2026
Shares
60.2K
% of Portfolio
+1.69%
Quarters Held
1
currently held
Position History MTBA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 60.2K | $3M | +1.69% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifetime Wealth Management P.C.’s full portfolio or all institutional holders of MTBA.