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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 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. 149 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.
  • 149 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.