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Creative Financial Designs’s Simplify MBS ETF MTBA Stock Holding History

Creative Financial Designs’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 		$167K Buy
3,408
+21
+0.6% +$1.04K 0.01% 650
2026
Q1 		$168K Buy
3,387
+22
+0.7% +$1.11K 0.01% 552
2025
Q4 		$170K Buy
3,365
+22
+0.7% +$1.11K 0.01% 506
2025
Q3 		$168K Buy
3,343
+172
+5% +$8.64K 0.01% 513
2025
Q2 		$159K Buy
3,171
+1,421
+81% +$70.8K 0.01% 547
2025
Q1 		$87.7K Buy
1,750
+1,300
+289% +$64.9K 0.01% 655
2024
Q4 		$22.4K Buy
+450
New +$22.7K ﹤0.01% 1020

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

Creative Financial Designs's MTBA Position: Q2 2026 in Review

Creative Financial Designs increased its Simplify MBS ETF (MTBA) stake by 0.62% in Q2 2026, buying an estimated $1.04K and bringing the position to 3,408 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #650.

Creative Financial Designs first reported a position in MTBA in Q4 2024 and has held it in 7 quarters since. The position peaked at $170K in Q4 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Creative Financial Designs held 3,408 shares of Simplify MBS ETF worth $167K as of Q2 2026.
  • Creative Financial Designs bought 21 Simplify MBS ETF shares in Q2 2026, an estimated $1.04K.
  • Simplify MBS ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #650 holding.
  • Creative Financial Designs first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Creative Financial Designs's Simplify MBS ETF position peaked at $170K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.