CI Investments Inc
MTBA icon

CI Investments Inc’s Simplify MBS ETF MTBA Stock Holding History

CI Investments Inc’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
Q1 		– Sell
-359,459
Closed -$18.1M – 659
2025
Q4 		$18.1M Sell
359,459
-60,400
-14% -$3.05M 0.08% 179
2025
Q3 		$21.1M Buy
419,859
+89,344
+27% +$4.49M 0.08% 170
2025
Q2 		$16.6M Buy
330,515
+59,075
+22% +$2.94M 0.06% 194
2025
Q1 		$13.6M Sell
271,440
-28,200
-9% -$1.41M 0.06% 197
2024
Q4 		$14.9M Sell
299,640
-47,360
-14% -$2.39M 0.06% 197
2024
Q3 		$17.9M Sell
347,000
-21,750
-6% -$1.11M 0.07% 186
2024
Q2 		$18.6M Buy
368,750
+10,700
+3% +$539K 0.07% 168
2024
Q1 		$18.2M Buy
358,050
+78,550
+28% +$4.01M 0.07% 179
2023
Q4 		$14.4M Buy
+279,500
New +$14.3M 0.07% 190

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
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
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CI Investments Inc's MTBA Position: Q1 2026 in Review

CI Investments Inc sold out of Simplify MBS ETF (MTBA) in Q1 2026, closing a stake of 359,459 shares — an estimated $18.1M sold.

CI Investments Inc first reported a position in MTBA in Q4 2023 and held it in 9 quarters. The position peaked at $21.1M in Q3 2025. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • CI Investments Inc reported no remaining Simplify MBS ETF position as of Q1 2026 after selling out during the quarter.
  • CI Investments Inc sold 359,459 Simplify MBS ETF shares in Q1 2026, an estimated $18.1M.
  • CI Investments Inc first reported a position in Simplify MBS ETF in Q4 2023 and held it in 9 quarters.
  • CI Investments Inc's Simplify MBS ETF position peaked at $21.1M in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.