Mosley Wealth Management
MTBA icon

Mosley Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Mosley 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
2026
Q3 		$1.8M Buy
38,081
+16,268
+75% +$787K 0.53% 37
2026
Q2 		$1.07M Buy
21,813
+18,237
+510% +$900K 0.34% 55
2026
Q1 		$180K Sell
3,576
-1,430
-29% -$71.9K 0.08% 153
2025
Q4 		$253K Buy
+5,006
New +$253K 0.12% 142

Other funds holding MTBA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hutchinson Capital Management
Hutchinson Capital Management San Rafael, California $612M AUM 12.91% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
Sky Investment Group
Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
NWAM LLC
NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return

Mosley Wealth Management's MTBA Position: Q3 2026 in Review

Mosley Wealth Management increased its Simplify MBS ETF (MTBA) stake by 75% in Q3 2026, buying an estimated $787K and bringing the position to 38,081 shares worth $1.8M. The position accounts for 0.53% of the portfolio, ranked #37.

Mosley Wealth Management first reported a position in MTBA in Q4 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold MTBA as of Q3 2026.

  • Mosley Wealth Management held 38,081 shares of Simplify MBS ETF worth $1.8M as of Q3 2026.
  • Mosley Wealth Management bought 16,268 Simplify MBS ETF shares in Q3 2026, an estimated $787K.
  • Simplify MBS ETF made up 0.53% of Mosley Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Mosley Wealth Management first reported a position in Simplify MBS ETF in Q4 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.