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Edge Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Edge Wealth Management’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 		$53.5M Buy
1,090,758
+19,399
+2% +$957K 9.01% 2
2026
Q1 		$53M Buy
1,071,359
+71,321
+7% +$3.59M 9.06% 1
2025
Q4 		$50.4M Buy
1,000,038
+678,832
+211% +$34.3M 8.9% 2
2025
Q3 		$16.2M Buy
321,206
+58,035
+22% +$2.91M 2.86% 13
2025
Q2 		$13.2M Buy
263,171
+36,057
+16% +$1.8M 2.54% 15
2025
Q1 		$11.4M Buy
227,114
+106,797
+89% +$5.33M 2.31% 18
2024
Q4 		$5.98M Buy
120,317
+103,262
+605% +$5.2M 1.21% 26
2024
Q3 		$878K Buy
+17,055
New +$874K 0.18% 37

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
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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Edge Wealth Management's MTBA Position: Q2 2026 in Review

Edge Wealth Management increased its Simplify MBS ETF (MTBA) stake by 1.8% in Q2 2026, buying an estimated $957K and bringing the position to 1,090,758 shares worth $53.5M. The position accounts for 9.01% of the portfolio, ranked #2.

Edge Wealth Management first reported a position in MTBA in Q3 2024 and has held it in 8 quarters since. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Edge Wealth Management held 1,090,758 shares of Simplify MBS ETF worth $53.5M as of Q2 2026.
  • Edge Wealth Management bought 19,399 Simplify MBS ETF shares in Q2 2026, an estimated $957K.
  • Simplify MBS ETF made up 9.01% of Edge Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Edge Wealth Management first reported a position in Simplify MBS ETF in Q3 2024 and has held it in 8 quarters since.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.