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Crumly & Associates’s Simplify MBS ETF MTBA Stock Holding History

Crumly & Associates’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 		$1.26M Sell
25,744
-34,364
-57% -$1.7M 0.24% 63
2026
Q1 		$2.97M Buy
60,108
+38,558
+179% +$1.94M 0.62% 38
2025
Q4 		$1.09M Buy
+21,550
New +$1.09M 0.23% 71

Other funds holding MTBA

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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Crumly & Associates's MTBA Position: Q2 2026 in Review

Crumly & Associates reduced its Simplify MBS ETF (MTBA) stake by 57% in Q2 2026, selling an estimated $1.7M and leaving 25,744 shares worth $1.26M. The position accounts for 0.24% of the portfolio, ranked #63.

Crumly & Associates first reported a position in MTBA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.97M in Q1 2026. 60 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Crumly & Associates held 25,744 shares of Simplify MBS ETF worth $1.26M as of Q2 2026.
  • Crumly & Associates sold 34,364 Simplify MBS ETF shares in Q2 2026, an estimated $1.7M.
  • Simplify MBS ETF made up 0.24% of Crumly & Associates's portfolio in Q2 2026, its #63 holding.
  • Crumly & Associates first reported a position in Simplify MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Crumly & Associates's Simplify MBS ETF position peaked at $2.97M in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.