Advisornet Financial’s Simplify MBS ETF MTBA Stock Holding History

Advisornet 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	$981	Sell	20 -264	-93%	-$13K	﹤0.01%	2021
2026 Q1	$14K	Hold	284	–	–	﹤0.01%	1436
2025 Q4	$14.3K	Hold	284	–	–	﹤0.01%	1433
2025 Q3	$14.3K	Hold	284	–	–	﹤0.01%	1411
2025 Q2	$14.2K	Hold	284	–	–	﹤0.01%	1383
2025 Q1	$14.2K	Buy	284 +45	+19%	+$2.25K	﹤0.01%	1309
2024 Q4	$11.9K	Buy	239 +96	+67%	+$4.83K	﹤0.01%	1286
2024 Q3	$7.36K	Buy	+143	New	+$7.33K	﹤0.01%	1489

Other funds holding MTBA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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

Advisornet Financial's MTBA Position: Q2 2026 in Review

Advisornet Financial reduced its Simplify MBS ETF (MTBA) stake by 93% in Q2 2026, selling an estimated $13K and leaving 20 shares worth $981. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Advisornet Financial first reported a position in MTBA in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.3K in Q4 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

Advisornet Financial held 20 shares of Simplify MBS ETF worth $981 as of Q2 2026.
Advisornet Financial sold 264 Simplify MBS ETF shares in Q2 2026, an estimated $13K.
Simplify MBS ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2021 holding.
Advisornet Financial first reported a position in Simplify MBS ETF in Q3 2024 and has held it in 8 quarters since.
Advisornet Financial's Simplify MBS ETF position peaked at $14.3K in Q4 2025.
150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.