Simplify MBS ETF $MTBA Shares Sold by Aprio Wealth Management LLC

Aprio Wealth Management LLC trimmed its holdings in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 56.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 209,690 shares of the company’s stock after selling 275,429 shares during the period. Aprio Wealth Management LLC owned approximately 1.08% of Simplify MBS ETF worth $9,805,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Continuum Advisory LLC boosted its holdings in Simplify MBS ETF by 1.5% in the second quarter. Continuum Advisory LLC now owns 26,996 shares of the company’s stock worth $1,325,000 after purchasing an additional 398 shares in the last quarter. Anchor Investment Management LLC raised its position in shares of Simplify MBS ETF by 1.1% during the first quarter. Anchor Investment Management LLC now owns 52,716 shares of the company’s stock valued at $2,607,000 after buying an additional 554 shares during the last quarter. BOKF NA bought a new stake in shares of Simplify MBS ETF in the 3rd quarter worth approximately $35,000. Harmony Asset Management LLC lifted its holdings in shares of Simplify MBS ETF by 2.9% during the 1st quarter. Harmony Asset Management LLC now owns 28,600 shares of the company’s stock worth $1,415,000 after acquiring an additional 800 shares during the period. Finally, Revisor Wealth Management LLC lifted its stake in Simplify MBS ETF by 25.1% during the first quarter. Revisor Wealth Management LLC now owns 7,316 shares of the company’s stock worth $362,000 after purchasing an additional 1,470 shares during the period.

Simplify MBS ETF Trading Up 0.3%

Simplify MBS ETF stock opened at $47.63 on Friday. Simplify MBS ETF has a 52-week low of $46.53 and a 52-week high of $50.80. The stock has a fifty day moving average price of $47.59 and a two-hundred day moving average price of $49.05.

Simplify MBS ETF Profile

The Simplify MBS ETF (MTBA) is an exchange-traded fund that mostly invests in investment grade fixed income. MBTA seeks total return from an actively managed portfolio consisting of investment-grade mortgage-backed securities (MBS). The fund primarily includes residential or commercial MBS issued by government-sponsored entities, as well as non-agency MBS. MTBA was launched on Nov 6, 2023 and is issued by Simplify.