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Sequoia Financial Advisors’s Simplify MBS ETF MTBA Stock Holding History

Sequoia Financial 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 		$1.1M Buy
+22,391
New +$1.1M 0.01% 903
2026
Q1 		– Sell
-22,391
Closed -$1.13M – 2017
2025
Q4 		$1.13M Buy
22,391
+11,291
+102% +$570K 0.01% 825
2025
Q3 		$559K Hold
11,100
– – ﹤0.01% 1075
2025
Q2 		$556K Hold
11,100
– – ﹤0.01% 948
2025
Q1 		$557K Hold
11,100
– – ﹤0.01% 817
2024
Q4 		$552K Buy
+11,100
New +$559K 0.01% 768

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

Sequoia Financial Advisors's MTBA Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Simplify MBS ETF (MTBA) in Q2 2026: 22,391 shares worth $1.1M. The stake represents 0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in MTBA as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in MTBA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Sequoia Financial Advisors held 22,391 shares of Simplify MBS ETF worth $1.1M as of Q2 2026.
  • Simplify MBS ETF was a new Sequoia Financial Advisors position in Q2 2026.
  • Simplify MBS ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #903 holding.
  • Sequoia Financial Advisors first reported a position in Simplify MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • Sequoia Financial Advisors's Simplify MBS ETF position peaked at $1.13M in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.