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Patten Group’s Simplify MBS ETF MTBA Stock Holding History

Patten 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
2026
Q2 		$1.56M Sell
31,880
-7,197
-18% -$355K 0.24% 111
2026
Q1 		$1.93M Sell
39,077
-459
-1% -$23.1K 0.34% 90
2025
Q4 		$1.99M Buy
39,536
+5,835
+17% +$295K 0.37% 86
2025
Q3 		$1.7M Buy
33,701
+5,880
+21% +$295K 0.33% 93
2025
Q2 		$1.39M Buy
+27,821
New +$1.39M 0.29% 102

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

Patten Group's MTBA Position: Q2 2026 in Review

Patten Group reduced its Simplify MBS ETF (MTBA) stake by 18% in Q2 2026, selling an estimated $355K and leaving 31,880 shares worth $1.56M. The position accounts for 0.24% of the portfolio, ranked #111.

Patten Group first reported a position in MTBA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.99M in Q4 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Patten Group held 31,880 shares of Simplify MBS ETF worth $1.56M as of Q2 2026.
  • Patten Group sold 7,197 Simplify MBS ETF shares in Q2 2026, an estimated $355K.
  • Simplify MBS ETF made up 0.24% of Patten Group's portfolio in Q2 2026, its #111 holding.
  • Patten Group first reported a position in Simplify MBS ETF in Q2 2025 and has held it in 5 quarters since.
  • Patten Group's Simplify MBS ETF position peaked at $1.99M in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.