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MGO One Seven’s Simplify MBS ETF MTBA Stock Holding History

MGO One Seven’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
Q1 		$335K Buy
6,778
+113
+2% +$5.68K 0.01% 1080
2025
Q4 		$336K Buy
+6,665
New +$336K 0.01% 1066
2025
Q1 		– Sell
-6,378
Closed -$317K – 1157
2024
Q4 		$317K Buy
6,378
+89
+1% +$4.48K 0.01% 817
2024
Q3 		$324K Buy
6,289
+339
+6% +$17.4K 0.01% 740
2024
Q2 		$300K Buy
+5,950
New +$300K 0.01% 771

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
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MGO One Seven's MTBA Position: Q1 2026 in Review

MGO One Seven increased its Simplify MBS ETF (MTBA) stake by 1.7% in Q1 2026, buying an estimated $5.68K and bringing the position to 6,778 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #1080.

MGO One Seven first reported a position in MTBA in Q2 2024 and has held it in 5 quarters since. The position peaked at $336K in Q4 2025. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • MGO One Seven held 6,778 shares of Simplify MBS ETF worth $335K as of Q1 2026.
  • MGO One Seven bought 113 Simplify MBS ETF shares in Q1 2026, an estimated $5.68K.
  • Simplify MBS ETF made up 0.01% of MGO One Seven's portfolio in Q1 2026, its #1080 holding.
  • MGO One Seven first reported a position in Simplify MBS ETF in Q2 2024 and has held it in 5 quarters since.
  • MGO One Seven's Simplify MBS ETF position peaked at $336K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.