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

Peak 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 		$319K Sell
6,505
-336,545
-98% -$16.6M 0.13% 73
2026
Q1 		$17M Sell
343,050
-31,526
-8% -$1.59M 7.51% 3
2025
Q4 		$18.9M Buy
374,576
+75,983
+25% +$3.84M 8.48% 2
2025
Q3 		$15M Buy
298,593
+16,636
+6% +$835K 7.21% 4
2025
Q2 		$14.1M Sell
281,957
-87,276
-24% -$4.35M 7.23% 4
2025
Q1 		$18.5M Buy
369,233
+8,020
+2% +$400K 9.42% 1
2024
Q4 		$17.9M Sell
361,213
-33,068
-8% -$1.67M 9.34% 1
2024
Q3 		$20.3M Buy
394,281
+4,688
+1% +$240K 10.44% 1
2024
Q2 		$19.6M Buy
389,593
+90,280
+30% +$4.55M 11.26% 1
2024
Q1 		$15.2M Buy
+299,313
New +$15.3M 9.28% 1

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
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
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

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

Peak Financial Advisors reduced its Simplify MBS ETF (MTBA) stake by 98% in Q2 2026, selling an estimated $16.6M and leaving 6,505 shares worth $319K. The position accounts for 0.13% of the portfolio, ranked #73.

Peak Financial Advisors first reported a position in MTBA in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.3M in Q3 2024. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Peak Financial Advisors held 6,505 shares of Simplify MBS ETF worth $319K as of Q2 2026.
  • Peak Financial Advisors sold 336,545 Simplify MBS ETF shares in Q2 2026, an estimated $16.6M.
  • Simplify MBS ETF made up 0.13% of Peak Financial Advisors's portfolio in Q2 2026, its #73 holding.
  • Peak Financial Advisors first reported a position in Simplify MBS ETF in Q1 2024 and has held it in 10 quarters since.
  • Peak Financial Advisors's Simplify MBS ETF position peaked at $20.3M in Q3 2024.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.