Longview Financial Advisors’s Simplify MBS ETF MTBA Stock Holding History

Longview Financial 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	$1.19M	Sell	24,150 -173	-0.7%	-$8.54K	0.69%	25
2026 Q1	$1.2M	Buy	24,323 +260	+1%	+$13.1K	0.74%	24
2025 Q4	$1.21M	Buy	24,063 +279	+1%	+$14.1K	0.82%	23
2025 Q3	$1.2M	Sell	23,784 -15,192	-39%	-$763K	0.85%	22
2025 Q2	$1.95M	Buy	38,976 +845	+2%	+$42.1K	1.66%	13
2025 Q1	$1.91M	Buy	38,131 +26,501	+228%	+$1.32M	1.64%	13
2024 Q4	$578K	Buy	+11,630	New	+$586K	0.46%	26

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Longview Financial Advisors's MTBA Position: Q2 2026 in Review

Longview Financial Advisors reduced its Simplify MBS ETF (MTBA) stake by 0.71% in Q2 2026, selling an estimated $8.54K and leaving 24,150 shares worth $1.19M. The position accounts for 0.69% of the portfolio, ranked #25.

Longview Financial Advisors first reported a position in MTBA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q2 2025. 42 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

Longview Financial Advisors held 24,150 shares of Simplify MBS ETF worth $1.19M as of Q2 2026.
Longview Financial Advisors sold 173 Simplify MBS ETF shares in Q2 2026, an estimated $8.54K.
Simplify MBS ETF made up 0.69% of Longview Financial Advisors's portfolio in Q2 2026, its #25 holding.
Longview Financial Advisors first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 7 quarters since.
Longview Financial Advisors's Simplify MBS ETF position peaked at $1.95M in Q2 2025.
42 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.