Sharp Financial Services’s Simplify MBS ETF MTBA Stock Holding History

Sharp Financial Services’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	$710K	Buy	14,465 +5,475	+61%	+$270K	0.33%	47
2026 Q1	$445K	Buy	8,990 +3,790	+73%	+$191K	0.22%	61
2025 Q4	$262K	Buy	5,200 +400	+8%	+$20.2K	0.13%	97
2025 Q3	$242K	Sell	4,800 -2,250	-32%	-$113K	0.13%	96
2025 Q2	$353K	Buy	7,050 +2,550	+57%	+$127K	0.23%	53
2025 Q1	$226K	Sell	4,500 -700	-13%	-$35K	0.17%	83
2024 Q4	$258K	Buy	+5,200	New	+$262K	0.2%	79

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

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

AWM

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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

Sharp Financial Services's MTBA Position: Q2 2026 in Review

Sharp Financial Services increased its Simplify MBS ETF (MTBA) stake by 61% in Q2 2026, buying an estimated $270K and bringing the position to 14,465 shares worth $710K. The position accounts for 0.33% of the portfolio, ranked #47.

Sharp Financial Services first reported a position in MTBA in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

Sharp Financial Services held 14,465 shares of Simplify MBS ETF worth $710K as of Q2 2026.
Sharp Financial Services bought 5,475 Simplify MBS ETF shares in Q2 2026, an estimated $270K.
Simplify MBS ETF made up 0.33% of Sharp Financial Services's portfolio in Q2 2026, its #47 holding.
Sharp Financial Services first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 7 quarters since.
55 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.