Aprio Wealth Management LLC Grows Holdings in Simplify MBS ETF $MTBA

Aprio Wealth Management LLC increased its holdings in Simplify MBS ETF (NYSEARCA:MTBA) by 7.6% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 414,879 shares of the company’s stock after purchasing an additional 29,193 shares during the quarter. Simplify MBS ETF accounts for 2.1% of Aprio Wealth Management LLC’s investment portfolio, making the stock its 9th biggest position. Aprio Wealth Management LLC owned 1.30% of Simplify MBS ETF worth $20,889,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. Patten Group Inc. boosted its position in Simplify MBS ETF by 21.1% during the third quarter. Patten Group Inc. now owns 33,701 shares of the company’s stock valued at $1,697,000 after buying an additional 5,880 shares during the period. First American Trust FSB increased its holdings in shares of Simplify MBS ETF by 0.4% in the third quarter. First American Trust FSB now owns 148,496 shares of the company’s stock worth $7,477,000 after buying an additional 533 shares during the period. Convergence Financial LLC lifted its stake in shares of Simplify MBS ETF by 19.1% in the 3rd quarter. Convergence Financial LLC now owns 328,818 shares of the company’s stock valued at $16,556,000 after acquiring an additional 52,719 shares during the last quarter. Northern Financial Advisors Inc purchased a new stake in Simplify MBS ETF during the 3rd quarter valued at about $2,108,000. Finally, Pekin Hardy Strauss Inc. boosted its holdings in Simplify MBS ETF by 2.1% during the 3rd quarter. Pekin Hardy Strauss Inc. now owns 279,952 shares of the company’s stock valued at $14,096,000 after acquiring an additional 5,889 shares during the period.

Simplify MBS ETF Stock Up 0.1%

Shares of Simplify MBS ETF stock opened at $50.61 on Friday. The business’s 50 day simple moving average is $50.51 and its two-hundred day simple moving average is $50.48. Simplify MBS ETF has a one year low of $49.16 and a one year high of $50.88.

Simplify MBS ETF Dividend Announcement

The company also recently announced a monthly dividend, which was paid on Friday, February 27th. Investors of record on Tuesday, February 24th were paid a $0.25 dividend. This represents a c) annualized dividend and a dividend yield of 5.9%. The ex-dividend date of this dividend was Tuesday, February 24th.

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.