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Vawter Financial’s Simplify MBS ETF MTBA Stock Holding History

Vawter Financial’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 		$244K Hold
4,975
– – 0.09% 116
2026
Q1 		$246K Hold
4,975
– – 0.1% 106
2025
Q4 		$251K Buy
+4,975
New +$251K 0.11% 101

Other funds holding MTBA

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
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Vawter Financial's MTBA Position: Q2 2026 in Review

Vawter Financial held its Simplify MBS ETF (MTBA) position steady in Q2 2026 at 4,975 shares worth $244K. The position accounts for 0.09% of the portfolio, ranked #116.

Vawter Financial first reported a position in MTBA in Q4 2025 and has held it in 3 quarters since. The position peaked at $251K in Q4 2025. 60 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Vawter Financial held 4,975 shares of Simplify MBS ETF worth $244K as of Q2 2026.
  • Vawter Financial left its Simplify MBS ETF share count unchanged in Q2 2026.
  • Simplify MBS ETF made up 0.09% of Vawter Financial's portfolio in Q2 2026, its #116 holding.
  • Vawter Financial first reported a position in Simplify MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Vawter Financial's Simplify MBS ETF position peaked at $251K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.