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Atlas Brown’s Simplify MBS ETF MTBA Stock Holding History

Atlas Brown’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
Q3 		$325K Hold
6,950
– – 0.09% 186
2026
Q2 		$341K Hold
6,950
– – 0.09% 181
2026
Q1 		$344K Hold
6,950
– – 0.1% 172
2025
Q4 		$350K Hold
6,950
– – 0.1% 167
2025
Q3 		$350K Buy
6,950
+1,750
+34% +$87.9K 0.1% 167
2025
Q2 		$260K Buy
5,200
+1,000
+24% +$49.8K 0.08% 188
2025
Q1 		$211K Buy
+4,200
New +$210K 0.07% 200

Other funds holding MTBA

PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atlas Brown's MTBA Position: Q3 2026 in Review

Atlas Brown held its Simplify MBS ETF (MTBA) position steady in Q3 2026 at 6,950 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #186.

Atlas Brown first reported a position in MTBA in Q1 2025 and has held it in 7 quarters since. The position peaked at $350K in Q4 2025. 9 funds tracked by Wall St. Rank hold MTBA as of Q3 2026.

  • Atlas Brown held 6,950 shares of Simplify MBS ETF worth $325K as of Q3 2026.
  • Atlas Brown left its Simplify MBS ETF share count unchanged in Q3 2026.
  • Simplify MBS ETF made up 0.09% of Atlas Brown's portfolio in Q3 2026, its #186 holding.
  • Atlas Brown first reported a position in Simplify MBS ETF in Q1 2025 and has held it in 7 quarters since.
  • Atlas Brown's Simplify MBS ETF position peaked at $350K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.