Advocacy Wealth Management Services’s Simplify MBS ETF MTBA Stock Holding History

Advocacy Wealth Management Services’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	$366K	Sell	7,453 -111	-1%	-$5.48K	0.01%	140
2026 Q1	$374K	Sell	7,564 -758	-9%	-$38.1K	0.02%	133
2025 Q4	$420K	Sell	8,322 -342	-4%	-$17.3K	0.02%	129
2025 Q3	$436K	Sell	8,664 -161,978	-95%	-$8.13M	0.02%	127
2025 Q2	$8.55M	Buy	170,642 +12,666	+8%	+$631K	0.52%	31
2025 Q1	$7.92M	Buy	157,976 +3,073	+2%	+$153K	0.54%	30
2024 Q4	$7.7M	Buy	+154,903	New	+$7.8M	0.59%	24

Other funds holding MTBA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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

Advocacy Wealth Management Services's MTBA Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Simplify MBS ETF (MTBA) stake by 1.5% in Q2 2026, selling an estimated $5.48K and leaving 7,453 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #140.

Advocacy Wealth Management Services first reported a position in MTBA in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.55M in Q2 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

Advocacy Wealth Management Services held 7,453 shares of Simplify MBS ETF worth $366K as of Q2 2026.
Advocacy Wealth Management Services sold 111 Simplify MBS ETF shares in Q2 2026, an estimated $5.48K.
Simplify MBS ETF made up 0.01% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #140 holding.
Advocacy Wealth Management Services first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 7 quarters since.
Advocacy Wealth Management Services's Simplify MBS ETF position peaked at $8.55M in Q2 2025.
150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.