Aprio Wealth Management LLC Acquires 32,492 Shares of Simplify MBS ETF $MTBA

Aprio Wealth Management LLC raised its holdings in Simplify MBS ETF (NYSEARCA:MTBA) by 7.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 447,371 shares of the company’s stock after purchasing an additional 32,492 shares during the quarter. Simplify MBS ETF accounts for approximately 1.4% of Aprio Wealth Management LLC’s investment portfolio, making the stock its 18th biggest position. Aprio Wealth Management LLC owned about 1.33% of Simplify MBS ETF worth $22,552,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. NewEdge Advisors LLC grew its position in Simplify MBS ETF by 37.6% in the first quarter. NewEdge Advisors LLC now owns 21,834 shares of the company’s stock valued at $1,095,000 after acquiring an additional 5,970 shares during the last quarter. Goldman Sachs Group Inc. bought a new position in shares of Simplify MBS ETF in the first quarter worth about $518,000. JPMorgan Chase & Co. lifted its holdings in shares of Simplify MBS ETF by 4.7% in the second quarter. JPMorgan Chase & Co. now owns 123,717 shares of the company’s stock worth $6,197,000 after acquiring an additional 5,582 shares during the last quarter. Raymond James Financial Inc. acquired a new stake in shares of Simplify MBS ETF in the 2nd quarter valued at approximately $111,000. Finally, Jane Street Group LLC boosted its stake in shares of Simplify MBS ETF by 638.9% in the 2nd quarter. Jane Street Group LLC now owns 79,541 shares of the company’s stock valued at $3,984,000 after purchasing an additional 68,776 shares in the last quarter.

Simplify MBS ETF Price Performance

Shares of Simplify MBS ETF stock opened at $49.81 on Monday. The firm’s 50 day moving average is $49.96 and its 200 day moving average is $50.30. Simplify MBS ETF has a 1 year low of $48.90 and a 1 year high of $50.88.

Simplify MBS ETF Dividend Announcement

The business also recently announced a monthly dividend, which was paid on Friday, February 27th. Shareholders of record on Tuesday, February 24th were paid a dividend of $0.25 per share. This represents a c) dividend on an annualized basis and a dividend yield of 6.0%. The ex-dividend date of this dividend was Tuesday, February 24th.

About Simplify MBS ETF

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.