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Vigilare Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Vigilare Wealth Management’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
Q1 		– Sell
-5,056
Closed -$255K – 124
2025
Q4 		$255K Hold
5,056
– – 0.09% 104
2025
Q3 		$255K Hold
5,056
– – 0.09% 106
2025
Q2 		$253K Sell
5,056
-1,006
-17% -$50.1K 0.09% 100
2025
Q1 		$304K Buy
+6,062
New +$303K 0.12% 77

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
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 $413M AUM 16.38% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vigilare Wealth Management's MTBA Position: Q1 2026 in Review

Vigilare Wealth Management sold out of Simplify MBS ETF (MTBA) in Q1 2026, closing a stake of 5,056 shares — an estimated $255K sold.

Vigilare Wealth Management first reported a position in MTBA in Q1 2025 and held it in 4 quarters. The position peaked at $304K in Q1 2025. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Vigilare Wealth Management reported no remaining Simplify MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Vigilare Wealth Management sold 5,056 Simplify MBS ETF shares in Q1 2026, an estimated $255K.
  • Vigilare Wealth Management first reported a position in Simplify MBS ETF in Q1 2025 and held it in 4 quarters.
  • Vigilare Wealth Management's Simplify MBS ETF position peaked at $304K in Q1 2025.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Vigilare Wealth Management's 13F filing for Q1 2026, filed 1 Apr 2026.