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Truvestments Capital’s Simplify MBS ETF MTBA Stock Holding History

Truvestments Capital’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
Q3 		– Sell
-47
Closed -$2.35K – 1100
2025
Q2 		$2.35K Hold
47
– – ﹤0.01% 823
2025
Q1 		$2.36K Hold
47
– – ﹤0.01% 845
2024
Q4 		$2.33K Buy
+47
New +$2.37K ﹤0.01% 817

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ECM
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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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
KAM
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LPL Financial
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CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Truvestments Capital's MTBA Position: Q3 2025 in Review

Truvestments Capital sold out of Simplify MBS ETF (MTBA) in Q3 2025, closing a stake of 47 shares — an estimated $2.35K sold.

Truvestments Capital first reported a position in MTBA in Q4 2024 and held it in 3 quarters. The position peaked at $2.36K in Q1 2025. 139 funds tracked by Wall St. Rank hold MTBA as of Q3 2025.

  • Truvestments Capital reported no remaining Simplify MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Truvestments Capital sold 47 Simplify MBS ETF shares in Q3 2025, an estimated $2.35K.
  • Truvestments Capital first reported a position in Simplify MBS ETF in Q4 2024 and held it in 3 quarters.
  • Truvestments Capital's Simplify MBS ETF position peaked at $2.36K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2025.

Based on Truvestments Capital's 13F filing for Q3 2025, filed 14 Nov 2025.