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Cahill Financial Advisors’s Simplify MBS ETF MTBA Stock Holding History

Cahill Financial 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
2025
Q2 		– Sell
-11,958
Closed -$600K – 279
2025
Q1 		$600K Sell
11,958
-1,691
-12% -$84.4K 0.08% 149
2024
Q4 		$678K Sell
13,649
-646
-5% -$32.5K 0.09% 139
2024
Q3 		$736K Buy
+14,295
New +$733K 0.1% 130

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Cahill Financial Advisors's MTBA Position: Q2 2025 in Review

Cahill Financial Advisors sold out of Simplify MBS ETF (MTBA) in Q2 2025, closing a stake of 11,958 shares — an estimated $600K sold.

Cahill Financial Advisors first reported a position in MTBA in Q3 2024 and held it in 3 quarters. The position peaked at $736K in Q3 2024. 144 funds tracked by Wall St. Rank hold MTBA as of Q2 2025.

  • Cahill Financial Advisors reported no remaining Simplify MBS ETF position as of Q2 2025 after selling out during the quarter.
  • Cahill Financial Advisors sold 11,958 Simplify MBS ETF shares in Q2 2025, an estimated $600K.
  • Cahill Financial Advisors first reported a position in Simplify MBS ETF in Q3 2024 and held it in 3 quarters.
  • Cahill Financial Advisors's Simplify MBS ETF position peaked at $736K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2025.

Based on Cahill Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.