Simplify MBS ETF $MTBA Shares Bought by CreativeOne Wealth LLC

CreativeOne Wealth LLC increased its holdings in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 6.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,595 shares of the company’s stock after buying an additional 1,799 shares during the quarter. CreativeOne Wealth LLC owned 0.11% of Simplify MBS ETF worth $1,583,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of MTBA. Evergreen Capital Management LLC increased its stake in Simplify MBS ETF by 42.7% during the 1st quarter. Evergreen Capital Management LLC now owns 1,058,867 shares of the company’s stock valued at $53,092,000 after purchasing an additional 316,987 shares in the last quarter. Bank of New York Mellon Corp acquired a new position in shares of Simplify MBS ETF in the 2nd quarter valued at $13,278,000. True Wealth Design LLC acquired a new position in shares of Simplify MBS ETF in the 2nd quarter valued at $10,155,000. Watchman Group Inc. raised its stake in Simplify MBS ETF by 21.5% in the 1st quarter. Watchman Group Inc. now owns 705,768 shares of the company’s stock worth $35,387,000 after acquiring an additional 124,842 shares during the last quarter. Finally, Aprio Wealth Management LLC grew its stake in Simplify MBS ETF by 43.0% during the 1st quarter. Aprio Wealth Management LLC now owns 296,048 shares of the company’s stock valued at $14,844,000 after purchasing an additional 88,962 shares during the last quarter.

Simplify MBS ETF Stock Up 0.0%

Simplify MBS ETF stock opened at $50.47 on Thursday. Simplify MBS ETF has a 52 week low of $49.10 and a 52 week high of $50.88. The stock has a 50-day moving average price of $50.50 and a 200 day moving average price of $50.16.

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.