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Priebe Wealth Holdings’s Simplify MBS ETF MTBA Stock Holding History

Priebe Wealth Holdings’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 		$6.17M Buy
123,100
+29,100
+31% +$1.45M 5.34% 4
2025
Q1 		$4.71M Buy
94,000
+83,600
+804% +$4.17M 2.94% 7
2024
Q4 		$517K Buy
+10,400
New +$524K 0.35% 38

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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 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 $413M AUM 16.38% 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 $1.83B AUM 18.24% 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

Priebe Wealth Holdings's MTBA Position: Q2 2025 in Review

Priebe Wealth Holdings increased its Simplify MBS ETF (MTBA) stake by 31% in Q2 2025, buying an estimated $1.45M and bringing the position to 123,100 shares worth $6.17M. The position accounts for 5.34% of the portfolio, ranked #4.

Priebe Wealth Holdings first reported a position in MTBA in Q4 2024 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold MTBA as of Q2 2025.

  • Priebe Wealth Holdings held 123,100 shares of Simplify MBS ETF worth $6.17M as of Q2 2025.
  • Priebe Wealth Holdings bought 29,100 Simplify MBS ETF shares in Q2 2025, an estimated $1.45M.
  • Simplify MBS ETF made up 5.34% of Priebe Wealth Holdings's portfolio in Q2 2025, its #4 holding.
  • Priebe Wealth Holdings first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.