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Horizon Investments’s Simplify MBS ETF MTBA Stock Holding History

Horizon Investments’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 		– Sell
-301,338
Closed -$14.8M – 1461
2026
Q1 		$14.8M Buy
301,338
+18,466
+7% +$928K 0.17% 100
2025
Q4 		$14.2M Buy
282,872
+4,195
+2% +$212K 0.18% 95
2025
Q3 		$14M Buy
278,677
+4,315
+2% +$217K 0.18% 102
2025
Q2 		$13.7M Buy
274,362
+180,819
+193% +$9M 0.22% 77
2025
Q1 		$4.67M Buy
93,543
+898
+1% +$44.8K 0.14% 94
2024
Q4 		$4.58M Buy
92,645
+2,273
+3% +$114K 0.13% 94
2024
Q3 		$4.63M Buy
90,372
+1,498
+2% +$76.8K 0.12% 81
2024
Q2 		$4.45M Buy
88,874
+45,937
+107% +$2.31M 0.12% 80
2024
Q1 		$2.18M Buy
42,937
+17
+0% +$868 0.06% 152
2023
Q4 		$2.21M Buy
+42,920
New +$2.19M 0.06% 137

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

Horizon Investments's MTBA Position: Q2 2026 in Review

Horizon Investments sold out of Simplify MBS ETF (MTBA) in Q2 2026, closing a stake of 301,338 shares — an estimated $14.8M sold.

Horizon Investments first reported a position in MTBA in Q4 2023 and held it in 10 quarters. The position peaked at $14.8M in Q1 2026. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Horizon Investments reported no remaining Simplify MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Horizon Investments sold 301,338 Simplify MBS ETF shares in Q2 2026, an estimated $14.8M.
  • Horizon Investments first reported a position in Simplify MBS ETF in Q4 2023 and held it in 10 quarters.
  • Horizon Investments's Simplify MBS ETF position peaked at $14.8M in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.