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Marks Group Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Marks Group Wealth Management’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
Q2 		– Sell
-12,577
Closed -$631K – 307
2025
Q1 		$631K Buy
+12,577
New +$628K 0.06% 217

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ECM
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HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
WG
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KAM
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AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Marks Group Wealth Management's MTBA Position: Q2 2025 in Review

Marks Group Wealth Management sold out of Simplify MBS ETF (MTBA) in Q2 2025, closing a stake of 12,577 shares — an estimated $631K sold.

Marks Group Wealth Management first reported a position in MTBA in Q1 2025 and held it in 1 quarter. The position peaked at $631K in Q1 2025. 144 funds tracked by Wall St. Rank hold MTBA as of Q2 2025.

  • Marks Group Wealth Management reported no remaining Simplify MBS ETF position as of Q2 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 12,577 Simplify MBS ETF shares in Q2 2025, an estimated $631K.
  • Marks Group Wealth Management first reported a position in Simplify MBS ETF in Q1 2025 and held it in 1 quarter.
  • Marks Group Wealth Management's Simplify MBS ETF position peaked at $631K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.