Kingswood Wealth Advisors’s Simplify MBS ETF MTBA Stock Holding History

Kingswood Wealth 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	$317K	Hold
2025 Q2	$315K	Hold
2025 Q1	$315K	Hold
2024 Q4	$312K	Hold
2024 Q3	$324K	Sell
2024 Q2	$408K	Buy