Crumly & Associates Inc. Buys Shares of 21,550 Simplify MBS ETF $MTBA

Crumly & Associates Inc. purchased a new position in Simplify MBS ETF (NYSEARCA:MTBA) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 21,550 shares of the company’s stock, valued at approximately $1,086,000. Crumly & Associates Inc. owned 0.06% of Simplify MBS ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of MTBA. Ameritas Advisory Services LLC lifted its position in Simplify MBS ETF by 1,555.6% during the third quarter. Ameritas Advisory Services LLC now owns 32,350 shares of the company’s stock valued at $1,629,000 after purchasing an additional 30,396 shares in the last quarter. Aprio Wealth Management LLC increased its position in Simplify MBS ETF by 7.6% in the third quarter. Aprio Wealth Management LLC now owns 414,879 shares of the company’s stock worth $20,889,000 after buying an additional 29,193 shares in the last quarter. Edge Wealth Management LLC increased its position in Simplify MBS ETF by 211.3% in the fourth quarter. Edge Wealth Management LLC now owns 1,000,038 shares of the company’s stock worth $50,412,000 after buying an additional 678,832 shares in the last quarter. First National Bank Sioux Falls raised its stake in shares of Simplify MBS ETF by 40.5% in the third quarter. First National Bank Sioux Falls now owns 41,130 shares of the company’s stock worth $2,071,000 after buying an additional 11,857 shares during the period. Finally, True Wealth Design LLC raised its stake in shares of Simplify MBS ETF by 6.7% in the third quarter. True Wealth Design LLC now owns 216,384 shares of the company’s stock worth $10,895,000 after buying an additional 13,642 shares during the period.

Simplify MBS ETF Stock Up 0.1%

MTBA stock opened at $49.08 on Friday. The business’s 50-day moving average price is $50.27 and its 200-day moving average price is $50.42. Simplify MBS ETF has a twelve month low of $48.90 and a twelve month high of $50.88.

Simplify MBS ETF Dividend Announcement

The company also recently declared a monthly dividend, which was paid on Friday, February 27th. Shareholders of record on Tuesday, February 24th were issued a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a c) annualized dividend and a yield of 6.1%.

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.