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 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

EWM

Edge Wealth Management New York $594M AUM 24.92% 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

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

BCG

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

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Park Edge Advisors's MTBA Position: Q2 2026 in Review

Park Edge Advisors increased its Simplify MBS ETF (MTBA) stake by 4.4% in Q2 2026, buying an estimated $132K and bringing the position to 64,050 shares worth $3.14M. The position accounts for 0.66% of the portfolio, ranked #29.

Park Edge Advisors first reported a position in MTBA in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.1M in Q3 2024. 23 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

Park Edge Advisors held 64,050 shares of Simplify MBS ETF worth $3.14M as of Q2 2026.
Park Edge Advisors bought 2,679 Simplify MBS ETF shares in Q2 2026, an estimated $132K.
Simplify MBS ETF made up 0.66% of Park Edge Advisors's portfolio in Q2 2026, its #29 holding.
Park Edge Advisors first reported a position in Simplify MBS ETF in Q4 2023 and has held it in 11 quarters since.
Park Edge Advisors's Simplify MBS ETF position peaked at $10.1M in Q3 2024.
23 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.