Park Edge Advisors
MTBA icon

Park Edge Advisors’s Simplify MBS ETF MTBA Stock Holding History

Park Edge 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
Q3 		$3.1M Buy
66,280
+2,230
+3% +$108K 0.65% 24
2026
Q2 		$3.14M Buy
64,050
+2,679
+4% +$132K 0.66% 29
2026
Q1 		$3.04M Buy
61,371
+9,508
+18% +$478K 0.7% 21
2025
Q4 		$2.61M Sell
51,863
-81,006
-61% -$4.09M 0.59% 33
2025
Q3 		$6.69M Buy
132,869
+37,072
+39% +$1.86M 1.55% 10
2025
Q2 		$4.8M Buy
95,797
+19,161
+25% +$954K 1.23% 10
2025
Q1 		$3.84M Sell
76,636
-61,549
-45% -$3.07M 1.07% 10
2024
Q4 		$6.87M Sell
138,185
-58,614
-30% -$2.95M 2% 8
2024
Q3 		$10.1M Buy
196,799
+26,637
+16% +$1.37M 2.89% 5
2024
Q2 		$8.57M Buy
170,162
+21,871
+15% +$1.1M 2.62% 6
2024
Q1 		$7.55M Buy
148,291
+131,241
+770% +$6.7M 2.11% 7
2023
Q4 		$881K Buy
+17,050
New +$870K 0.31% 43

Other funds holding MTBA

WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
Sky Investment Group
Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
First National Bank Sioux Falls
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Lifetime Wealth Management
Lifetime Wealth Management Rockwall, Texas $166M AUM 22.52% 1-Year Est. Return

Park Edge Advisors's MTBA Position: Q3 2026 in Review

Park Edge Advisors increased its Simplify MBS ETF (MTBA) stake by 3.5% in Q3 2026, buying an estimated $108K and bringing the position to 66,280 shares worth $3.1M. The position accounts for 0.65% of the portfolio, ranked #24.

Park Edge Advisors first reported a position in MTBA in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.1M in Q3 2024. 51 funds tracked by Wall St. Rank hold MTBA as of Q3 2026.

  • Park Edge Advisors held 66,280 shares of Simplify MBS ETF worth $3.1M as of Q3 2026.
  • Park Edge Advisors bought 2,230 Simplify MBS ETF shares in Q3 2026, an estimated $108K.
  • Simplify MBS ETF made up 0.65% of Park Edge Advisors's portfolio in Q3 2026, its #24 holding.
  • Park Edge Advisors first reported a position in Simplify MBS ETF in Q4 2023 and has held it in 12 quarters since.
  • Park Edge Advisors's Simplify MBS ETF position peaked at $10.1M in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q3 2026.

Based on Park Edge Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.