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ORG Partners’s Simplify MBS ETF MTBA Stock Holding History

ORG Partners’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
2025
Q2 		– Sell
-136
Closed -$6.84K – 1587
2025
Q1 		$6.84K Sell
136
-209
-61% -$10.4K ﹤0.01% 870
2024
Q4 		$17.2K Buy
345
+3
+0.9% +$151 ﹤0.01% 778
2024
Q3 		$17.6K Hold
342
– – ﹤0.01% 701
2024
Q2 		$17.2K Buy
+342
New +$17.2K ﹤0.01% 1123

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $4.62B AUM 25.58% 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 $413M AUM 16.38% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

ORG Partners's MTBA Position: Q2 2025 in Review

ORG Partners sold out of Simplify MBS ETF (MTBA) in Q2 2025, closing a stake of 136 shares — an estimated $6.84K sold.

ORG Partners first reported a position in MTBA in Q2 2024 and held it in 4 quarters. The position peaked at $17.6K in Q3 2024. 144 funds tracked by Wall St. Rank hold MTBA as of Q2 2025.

  • ORG Partners reported no remaining Simplify MBS ETF position as of Q2 2025 after selling out during the quarter.
  • ORG Partners sold 136 Simplify MBS ETF shares in Q2 2025, an estimated $6.84K.
  • ORG Partners first reported a position in Simplify MBS ETF in Q2 2024 and held it in 4 quarters.
  • ORG Partners's Simplify MBS ETF position peaked at $17.6K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.