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Tranquilli Financial Advisor’s Simplify MBS ETF MTBA Stock Holding History

Tranquilli Financial Advisor’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
-13,478
Closed -$667K – 144
2026
Q1 		$667K Sell
13,478
-158
-1% -$7.94K 0.39% 61
2025
Q4 		$687K Sell
13,636
-214
-2% -$10.8K 0.4% 59
2025
Q3 		$697K Buy
13,850
+265
+2% +$13.3K 0.41% 61
2025
Q2 		$680K Buy
+13,585
New +$676K 0.42% 60

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

Tranquilli Financial Advisor's MTBA Position: Q2 2026 in Review

Tranquilli Financial Advisor sold out of Simplify MBS ETF (MTBA) in Q2 2026, closing a stake of 13,478 shares — an estimated $667K sold.

Tranquilli Financial Advisor first reported a position in MTBA in Q2 2025 and held it in 4 quarters. The position peaked at $697K in Q3 2025. 149 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Tranquilli Financial Advisor reported no remaining Simplify MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Tranquilli Financial Advisor sold 13,478 Simplify MBS ETF shares in Q2 2026, an estimated $667K.
  • Tranquilli Financial Advisor first reported a position in Simplify MBS ETF in Q2 2025 and held it in 4 quarters.
  • Tranquilli Financial Advisor's Simplify MBS ETF position peaked at $697K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.