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Hamilton Point Investment Advisors’s Simplify MBS ETF MTBA Stock Holding History

Hamilton Point 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
2025
Q3 		– Sell
-53
Closed -$2.65K – 165
2025
Q2 		$2.65K Buy
+53
New +$2.64K ﹤0.01% 160

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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 $413M AUM 16.38% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Hamilton Point Investment Advisors's MTBA Position: Q3 2025 in Review

Hamilton Point Investment Advisors sold out of Simplify MBS ETF (MTBA) in Q3 2025, closing a stake of 53 shares — an estimated $2.65K sold.

Hamilton Point Investment Advisors first reported a position in MTBA in Q2 2025 and held it in 1 quarter. The position peaked at $2.65K in Q2 2025. 139 funds tracked by Wall St. Rank hold MTBA as of Q3 2025.

  • Hamilton Point Investment Advisors reported no remaining Simplify MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 53 Simplify MBS ETF shares in Q3 2025, an estimated $2.65K.
  • Hamilton Point Investment Advisors first reported a position in Simplify MBS ETF in Q2 2025 and held it in 1 quarter.
  • Hamilton Point Investment Advisors's Simplify MBS ETF position peaked at $2.65K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2025.

Based on Hamilton Point Investment Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.