Simplify MBS ETF $MTBA Shares Purchased by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC grew its stake in Simplify MBS ETF (NYSEARCA:MTBA) by 9.6% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 299,214 shares of the company’s stock after purchasing an additional 26,102 shares during the quarter. WealthPlan Investment Management LLC’s holdings in Simplify MBS ETF were worth $13,991,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of MTBA. Edge Wealth Management LLC grew its holdings in Simplify MBS ETF by 1.8% during the second quarter. Edge Wealth Management LLC now owns 1,090,758 shares of the company’s stock worth $53,523,000 after buying an additional 19,399 shares in the last quarter. Private Client Services LLC bought a new stake in Simplify MBS ETF in the 3rd quarter worth about $1,585,000. Sequoia Financial Advisors LLC purchased a new stake in Simplify MBS ETF in the 2nd quarter valued at about $1,099,000. Tortoise Investment Management LLC lifted its position in shares of Simplify MBS ETF by 2.4% during the 2nd quarter. Tortoise Investment Management LLC now owns 527,409 shares of the company’s stock worth $25,880,000 after buying an additional 12,171 shares in the last quarter. Finally, Quantinno Capital Management LP purchased a new position in Simplify MBS ETF in the first quarter worth $665,000.

Simplify MBS ETF Stock Up 0.5%

NYSEARCA:MTBA traded up $0.23 during trading on Thursday, reaching $47.37. The company’s stock had a trading volume of 146,000 shares, compared to its average volume of 243,541. The firm has a 50 day moving average of $47.88 and a 200-day moving average of $48.73. Simplify MBS ETF has a 12 month low of $46.53 and a 12 month high of $50.80.

Simplify MBS ETF Company 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.