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Stratos Wealth Partners’s Simplify MBS ETF MTBA Stock Holding History

Stratos Wealth Partners’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 		– Sell
-8,982
Closed -$450K – 1458
2025
Q1 		$450K Buy
8,982
+15
+0.2% +$749 0.01% 922
2024
Q4 		$446K Buy
+8,967
New +$452K 0.01% 984

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HCM
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WG
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KAM
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AWM
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TIM
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Stratos Wealth Partners's MTBA Position: Q2 2025 in Review

Stratos Wealth Partners sold out of Simplify MBS ETF (MTBA) in Q2 2025, closing a stake of 8,982 shares — an estimated $450K sold.

Stratos Wealth Partners first reported a position in MTBA in Q4 2024 and held it in 2 quarters. The position peaked at $450K in Q1 2025. 144 funds tracked by Wall St. Rank hold MTBA as of Q2 2025.

  • Stratos Wealth Partners reported no remaining Simplify MBS ETF position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 8,982 Simplify MBS ETF shares in Q2 2025, an estimated $450K.
  • Stratos Wealth Partners first reported a position in Simplify MBS ETF in Q4 2024 and held it in 2 quarters.
  • Stratos Wealth Partners's Simplify MBS ETF position peaked at $450K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2025.

Based on Stratos Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.