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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
2026
Q2 		$407K Buy
8,288
+250
+3% +$12.3K 0.02% 668
2026
Q1 		$398K Hold
8,038
– – 0.02% 617
2025
Q4 		$405K Buy
8,038
+1,750
+28% +$88.3K 0.02% 584
2025
Q3 		$317K Hold
6,288
– – 0.02% 611
2025
Q2 		$315K Hold
6,288
– – 0.02% 554
2025
Q1 		$315K Hold
6,288
– – 0.03% 531
2024
Q4 		$312K Hold
6,288
– – 0.02% 593
2024
Q3 		$324K Sell
6,288
-1,818
-22% -$93.2K 0.02% 557
2024
Q2 		$408K Buy
+8,106
New +$408K 0.04% 436

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

Kingswood Wealth Advisors's MTBA Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Simplify MBS ETF (MTBA) stake by 3.1% in Q2 2026, buying an estimated $12.3K and bringing the position to 8,288 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #668.

Kingswood Wealth Advisors first reported a position in MTBA in Q2 2024 and has held it in 9 quarters since. The position peaked at $408K in Q2 2024. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Kingswood Wealth Advisors held 8,288 shares of Simplify MBS ETF worth $407K as of Q2 2026.
  • Kingswood Wealth Advisors bought 250 Simplify MBS ETF shares in Q2 2026, an estimated $12.3K.
  • Simplify MBS ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #668 holding.
  • Kingswood Wealth Advisors first reported a position in Simplify MBS ETF in Q2 2024 and has held it in 9 quarters since.
  • Kingswood Wealth Advisors's Simplify MBS ETF position peaked at $408K in Q2 2024.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.