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Nations Financial Group’s Simplify MBS ETF MTBA Stock Holding History

Nations 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
2026
Q2 		– Sell
-4,100
Closed -$203K – 820
2026
Q1 		$203K Buy
4,100
+100
+3% +$5.03K 0.01% 737
2025
Q4 		$202K Buy
+4,000
New +$202K 0.01% 717

Other funds holding MTBA

EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Nations Financial Group's MTBA Position: Q2 2026 in Review

Nations Financial Group sold out of Simplify MBS ETF (MTBA) in Q2 2026, closing a stake of 4,100 shares — an estimated $203K sold.

Nations Financial Group first reported a position in MTBA in Q4 2025 and held it in 2 quarters. The position peaked at $203K in Q1 2026. 42 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Nations Financial Group reported no remaining Simplify MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Nations Financial Group sold 4,100 Simplify MBS ETF shares in Q2 2026, an estimated $203K.
  • Nations Financial Group first reported a position in Simplify MBS ETF in Q4 2025 and held it in 2 quarters.
  • Nations Financial Group's Simplify MBS ETF position peaked at $203K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.