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Hart & Patterson Financial Group’s Simplify MBS ETF MTBA Stock Holding History

Hart & Patterson Financial Group’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
2024
Q4 		$3.38M Buy
67,974
+2,417
+4% +$122K 1.64% 23
2024
Q3 		$3.37M Buy
+65,557
New +$3.36M 1.6% 24

Other funds holding MTBA

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

Hart & Patterson Financial Group's MTBA Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its Simplify MBS ETF (MTBA) stake by 3.7% in Q4 2024, buying an estimated $122K and bringing the position to 67,974 shares worth $3.38M. The position accounts for 1.64% of the portfolio, ranked #23.

Hart & Patterson Financial Group first reported a position in MTBA in Q3 2024 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold MTBA as of Q4 2024.

  • Hart & Patterson Financial Group held 67,974 shares of Simplify MBS ETF worth $3.38M as of Q4 2024.
  • Hart & Patterson Financial Group bought 2,417 Simplify MBS ETF shares in Q4 2024, an estimated $122K.
  • Simplify MBS ETF made up 1.64% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #23 holding.
  • Hart & Patterson Financial Group first reported a position in Simplify MBS ETF in Q3 2024 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.