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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.55M Buy
170,642
+12,666
+8% +$634K 0.52% 31
2025
Q1
$7.92M Buy
157,976
+3,073
+2% +$154K 0.54% 30
2024
Q4
$7.7M Buy
+154,903
New +$7.7M 0.59% 24