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Wedmont Private Capital’s Simplify MBS ETF MTBA Stock Holding History

Wedmont Private 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
2026
Q1 		– Sell
-5,349
Closed -$270K – 867
2025
Q4 		$270K Hold
5,349
– – 0.01% 675
2025
Q3 		$270K Hold
5,349
– – 0.01% 649
2025
Q2 		$267K Hold
5,349
– – 0.01% 619
2025
Q1 		$265K Hold
5,349
– – 0.01% 550
2024
Q4 		$263K Buy
+5,349
New +$269K 0.01% 574

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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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 $447M AUM 18.59% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 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

Wedmont Private Capital's MTBA Position: Q1 2026 in Review

Wedmont Private Capital sold out of Simplify MBS ETF (MTBA) in Q1 2026, closing a stake of 5,349 shares — an estimated $270K sold.

Wedmont Private Capital first reported a position in MTBA in Q4 2024 and held it in 5 quarters. The position peaked at $270K in Q4 2025. 157 funds tracked by Wall St. Rank hold MTBA as of Q1 2026.

  • Wedmont Private Capital reported no remaining Simplify MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 5,349 Simplify MBS ETF shares in Q1 2026, an estimated $270K.
  • Wedmont Private Capital first reported a position in Simplify MBS ETF in Q4 2024 and held it in 5 quarters.
  • Wedmont Private Capital's Simplify MBS ETF position peaked at $270K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q1 2026.

Based on Wedmont Private Capital's 13F filing for Q1 2026, filed 9 Apr 2026.