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Knights of Columbus Asset Advisors’s Simplify MBS ETF MTBA Stock Holding History

Knights of Columbus Asset 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 		$1.04M Buy
21,258
+12,705
+149% +$627K 0.05% 276
2026
Q1 		$423K Sell
8,553
-10,910
-56% -$549K 0.02% 321
2025
Q4 		$981K Hold
19,463
– – 0.06% 263
2025
Q3 		$980K Buy
19,463
+12,288
+171% +$617K 0.06% 263
2025
Q2 		$359K Hold
7,175
– – 0.02% 290
2025
Q1 		$360K Buy
+7,175
New +$358K 0.02% 276

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

Knights of Columbus Asset Advisors's MTBA Position: Q2 2026 in Review

Knights of Columbus Asset Advisors increased its Simplify MBS ETF (MTBA) stake by 149% in Q2 2026, buying an estimated $627K and bringing the position to 21,258 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #276.

Knights of Columbus Asset Advisors first reported a position in MTBA in Q1 2025 and has held it in 6 quarters since. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Knights of Columbus Asset Advisors held 21,258 shares of Simplify MBS ETF worth $1.04M as of Q2 2026.
  • Knights of Columbus Asset Advisors bought 12,705 Simplify MBS ETF shares in Q2 2026, an estimated $627K.
  • Simplify MBS ETF made up 0.05% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #276 holding.
  • Knights of Columbus Asset Advisors first reported a position in Simplify MBS ETF in Q1 2025 and has held it in 6 quarters since.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.