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Leuthold Group’s Simplify MBS ETF MTBA Stock Holding History

Leuthold Group’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
-99,986
Closed -$5.01M – 223
2025
Q2 		$5.01M Sell
99,986
-23,947
-19% -$1.19M 0.6% 61
2025
Q1 		$6.21M Sell
123,933
-53,812
-30% -$2.69M 0.81% 38
2024
Q4 		$8.83M Sell
177,745
-95,630
-35% -$4.82M 1.06% 26
2024
Q3 		$14.1M Buy
273,375
+87,583
+47% +$4.49M 1.56% 10
2024
Q2 		$9.36M Buy
+185,792
New +$9.36M 1.08% 23

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
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 $447M AUM 18.59% 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

Leuthold Group's MTBA Position: Q3 2025 in Review

Leuthold Group sold out of Simplify MBS ETF (MTBA) in Q3 2025, closing a stake of 99,986 shares — an estimated $5.01M sold.

Leuthold Group first reported a position in MTBA in Q2 2024 and held it in 5 quarters. The position peaked at $14.1M in Q3 2024. 139 funds tracked by Wall St. Rank hold MTBA as of Q3 2025.

  • Leuthold Group reported no remaining Simplify MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Leuthold Group sold 99,986 Simplify MBS ETF shares in Q3 2025, an estimated $5.01M.
  • Leuthold Group first reported a position in Simplify MBS ETF in Q2 2024 and held it in 5 quarters.
  • Leuthold Group's Simplify MBS ETF position peaked at $14.1M in Q3 2024.
  • 139 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2025.

Based on Leuthold Group's 13F filing for Q3 2025, filed 6 Nov 2025.