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Caerus Investment Advisors’s Simplify MBS ETF MTBA Stock Holding History

Caerus Investment Advisors’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 		$236K Buy
+4,811
New +$237K 0.08% 265

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

Caerus Investment Advisors's MTBA Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Simplify MBS ETF (MTBA) in Q2 2026: 4,811 shares worth $236K. The stake represents 0.08% of the portfolio and ranks #265 among its holdings.

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

  • Caerus Investment Advisors held 4,811 shares of Simplify MBS ETF worth $236K as of Q2 2026.
  • Simplify MBS ETF was a new Caerus Investment Advisors position in Q2 2026.
  • Simplify MBS ETF made up 0.08% of Caerus Investment Advisors's portfolio in Q2 2026, its #265 holding.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.