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Benjamin Edwards Inc’s Simplify MBS ETF MTBA Stock Holding History

Benjamin Edwards Inc’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 		$1.11M Sell
22,547
-36,623
-62% -$1.81M 0.01% 761
2026
Q1 		$2.93M Buy
59,170
+3,289
+6% +$165K 0.03% 443
2025
Q4 		$2.82M Sell
55,881
-150
-0.3% -$7.57K 0.03% 425
2025
Q3 		$2.82M Sell
56,031
-218
-0.4% -$10.9K 0.03% 424
2025
Q2 		$2.82M Sell
56,249
-17,408
-24% -$867K 0.04% 391
2025
Q1 		$3.69M Buy
73,657
+31,356
+74% +$1.57M 0.05% 308
2024
Q4 		$2.1M Buy
42,301
+1,417
+3% +$71.4K 0.03% 427
2024
Q3 		$2.1M Buy
+40,884
New +$2.1M 0.03% 424

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
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
WG
Watchman Group Plano, Texas $447M AUM 18.59% 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
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Benjamin Edwards Inc's MTBA Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Simplify MBS ETF (MTBA) stake by 62% in Q2 2026, selling an estimated $1.81M and leaving 22,547 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #761.

Benjamin Edwards Inc first reported a position in MTBA in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.69M in Q1 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Benjamin Edwards Inc held 22,547 shares of Simplify MBS ETF worth $1.11M as of Q2 2026.
  • Benjamin Edwards Inc sold 36,623 Simplify MBS ETF shares in Q2 2026, an estimated $1.81M.
  • Simplify MBS ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #761 holding.
  • Benjamin Edwards Inc first reported a position in Simplify MBS ETF in Q3 2024 and has held it in 8 quarters since.
  • Benjamin Edwards Inc's Simplify MBS ETF position peaked at $3.69M in Q1 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.