Aprio Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Aprio Wealth 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	$23.8M	Buy	485,119 +21,794	+5%	+$1.08M	1.18%	17
2026 Q1	$22.9M	Buy	463,325 +15,954	+4%	+$802K	1.25%	18
2025 Q4	$22.6M	Buy	447,371 +32,492	+8%	+$1.64M	1.29%	19
2025 Q3	$20.9M	Buy	414,879 +29,193	+8%	+$1.47M	2.08%	9
2025 Q2	$19.3M	Buy	385,686 +89,638	+30%	+$4.46M	2.18%	11
2025 Q1	$14.8M	Buy	296,048 +88,962	+43%	+$4.44M	1.86%	10
2024 Q4	$10.3M	Buy	207,086 +29,872	+17%	+$1.5M	1.5%	16
2024 Q3	$9.12M	Buy	177,214 +13,593	+8%	+$697K	1.46%	15
2024 Q2	$8.24M	Buy	163,621 +13,697	+9%	+$690K	1.5%	13
2024 Q1	$7.63M	Buy	+149,924	New	+$7.66M	1.5%	14

Other funds holding MTBA

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

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Aprio Wealth Management's MTBA Position: Q2 2026 in Review

Aprio Wealth Management increased its Simplify MBS ETF (MTBA) stake by 4.7% in Q2 2026, buying an estimated $1.08M and bringing the position to 485,119 shares worth $23.8M. The position accounts for 1.18% of the portfolio, ranked #17.

Aprio Wealth Management first reported a position in MTBA in Q1 2024 and has held it in 10 quarters since. 57 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

Aprio Wealth Management held 485,119 shares of Simplify MBS ETF worth $23.8M as of Q2 2026.
Aprio Wealth Management bought 21,794 Simplify MBS ETF shares in Q2 2026, an estimated $1.08M.
Simplify MBS ETF made up 1.18% of Aprio Wealth Management's portfolio in Q2 2026, its #17 holding.
Aprio Wealth Management first reported a position in Simplify MBS ETF in Q1 2024 and has held it in 10 quarters since.
57 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.