Janney Montgomery Scott
MTBA icon

Janney Montgomery Scott’s Simplify MBS ETF MTBA Stock Holding History

Janney Montgomery Scott’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 		$5.56M Sell
113,313
-74,576
-40% -$3.68M 0.01% 919
2026
Q1 		$9.29M Sell
187,889
-996
-0.5% -$50.1K 0.02% 614
2025
Q4 		$9.52M Sell
188,885
-4,826
-2% -$244K 0.02% 642
2025
Q3 		$9.75M Buy
193,711
+75,379
+64% +$3.78M 0.02% 626
2025
Q2 		$5.93M Sell
118,332
-5,129
-4% -$255K 0.02% 741
2025
Q1 		$6.19M Buy
123,461
+62,321
+102% +$3.11M 0.02% 702
2024
Q4 		$3.04M Buy
+61,140
New +$3.08M 0.01% 980

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

Janney Montgomery Scott's MTBA Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Simplify MBS ETF (MTBA) stake by 40% in Q2 2026, selling an estimated $3.68M and leaving 113,313 shares worth $5.56M. The position accounts for 0.01% of the portfolio, ranked #919.

Janney Montgomery Scott first reported a position in MTBA in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.75M in Q3 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Janney Montgomery Scott held 113,313 shares of Simplify MBS ETF worth $5.56M as of Q2 2026.
  • Janney Montgomery Scott sold 74,576 Simplify MBS ETF shares in Q2 2026, an estimated $3.68M.
  • Simplify MBS ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #919 holding.
  • Janney Montgomery Scott first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Janney Montgomery Scott's Simplify MBS ETF position peaked at $9.75M in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.