Simplify MBS ETF $MTBA Stake Increased by Peak Financial Advisors LLC

Peak Financial Advisors LLC increased its holdings in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 25.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 374,576 shares of the company’s stock after acquiring an additional 75,983 shares during the period. Simplify MBS ETF makes up approximately 8.5% of Peak Financial Advisors LLC’s portfolio, making the stock its 2nd biggest holding. Peak Financial Advisors LLC owned 1.12% of Simplify MBS ETF worth $18,882,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Global Retirement Partners LLC grew its stake in shares of Simplify MBS ETF by 73.5% during the 3rd quarter. Global Retirement Partners LLC now owns 1,693 shares of the company’s stock worth $85,000 after purchasing an additional 717 shares during the period. Raymond James Financial Inc. acquired a new stake in shares of Simplify MBS ETF in the second quarter valued at about $111,000. Farther Finance Advisors LLC boosted its holdings in Simplify MBS ETF by 169.8% during the third quarter. Farther Finance Advisors LLC now owns 3,135 shares of the company’s stock worth $158,000 after buying an additional 1,973 shares in the last quarter. BAM Wealth Management LLC acquired a new position in Simplify MBS ETF during the third quarter worth about $218,000. Finally, AE Wealth Management LLC grew its position in Simplify MBS ETF by 11.3% during the third quarter. AE Wealth Management LLC now owns 4,646 shares of the company’s stock worth $234,000 after buying an additional 471 shares during the period.

Simplify MBS ETF Stock Up 0.3%

Shares of Simplify MBS ETF stock opened at $49.62 on Thursday. The company has a 50-day moving average of $50.33 and a two-hundred day moving average of $50.44. Simplify MBS ETF has a 12-month low of $49.16 and a 12-month high of $50.88.

Simplify MBS ETF Announces Dividend

The company also recently disclosed 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 yield of 6.0%. 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.