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Access Investment Management’s Simplify MBS ETF MTBA Stock Holding History

Access Investment Management’s Portfolio MTBA Stock Details MTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.2K Buy
+167
New +$8.24K ﹤0.01% 139

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Access Investment Management's MTBA Position: Q2 2026 in Review

Access Investment Management opened a new position in Simplify MBS ETF (MTBA) in Q2 2026: 167 shares worth $8.2K. The stake represents ﹤0.01% of the portfolio and ranks #139 among its holdings.

150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Access Investment Management held 167 shares of Simplify MBS ETF worth $8.2K as of Q2 2026.
  • Simplify MBS ETF was a new Access Investment Management position in Q2 2026.
  • Simplify MBS ETF made up ﹤0.01% of Access Investment Management's portfolio in Q2 2026, its #139 holding.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.