MFG
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Merit Financial Group’s Simplify MBS ETF MTBA Stock Holding History

Merit Financial 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
Q2 		– Sell
-16,035
Closed -$804K – 1730
2025
Q1 		$804K Buy
+16,035
New +$801K 0.01% 738

Other funds holding MTBA

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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
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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

Merit Financial Group's MTBA Position: Q2 2025 in Review

Merit Financial Group sold out of Simplify MBS ETF (MTBA) in Q2 2025, closing a stake of 16,035 shares — an estimated $804K sold.

Merit Financial Group first reported a position in MTBA in Q1 2025 and held it in 1 quarter. The position peaked at $804K in Q1 2025. 144 funds tracked by Wall St. Rank hold MTBA as of Q2 2025.

  • Merit Financial Group reported no remaining Simplify MBS ETF position as of Q2 2025 after selling out during the quarter.
  • Merit Financial Group sold 16,035 Simplify MBS ETF shares in Q2 2025, an estimated $804K.
  • Merit Financial Group first reported a position in Simplify MBS ETF in Q1 2025 and held it in 1 quarter.
  • Merit Financial Group's Simplify MBS ETF position peaked at $804K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2025.

Based on Merit Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.