Ancora Advisors’s Simplify MBS ETF MTBA Stock Holding History

Ancora Advisors’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	$1.08M	Hold	22,000	–	–	0.02%	412
2026 Q1	$1.09M	Buy	22,000 +5,000	+29%	+$251K	0.02%	387
2025 Q4	$857K	Hold	17,000	–	–	0.02%	429
2025 Q3	$856K	Hold	17,000	–	–	0.02%	447
2025 Q2	$852K	Hold	17,000	–	–	0.02%	437
2025 Q1	$852K	Hold	17,000	–	–	0.02%	422
2024 Q4	$845K	Buy	17,000 +5,000	+42%	+$252K	0.02%	437
2024 Q3	$618K	Hold	12,000	–	–	0.01%	468
2024 Q2	$604K	Buy	12,000 +2,000	+20%	+$101K	0.02%	467
2024 Q1	$509K	Hold	10,000	–	–	0.01%	503
2023 Q4	$517K	Buy	+10,000	New	+$510K	0.01%	504

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

Ancora Advisors's MTBA Position: Q2 2026 in Review

Ancora Advisors held its Simplify MBS ETF (MTBA) position steady in Q2 2026 at 22,000 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #412.

Ancora Advisors first reported a position in MTBA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q1 2026. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

Ancora Advisors held 22,000 shares of Simplify MBS ETF worth $1.08M as of Q2 2026.
Ancora Advisors left its Simplify MBS ETF share count unchanged in Q2 2026.
Simplify MBS ETF made up 0.02% of Ancora Advisors's portfolio in Q2 2026, its #412 holding.
Ancora Advisors first reported a position in Simplify MBS ETF in Q4 2023 and has held it in 11 quarters since.
Ancora Advisors's Simplify MBS ETF position peaked at $1.09M in Q1 2026.
150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.