Simplify MBS ETF $MTBA Stock Holdings Increased by Peak Financial Advisors LLC

Peak Financial Advisors LLC lifted its stake in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 25.4% during the fourth quarter, Holdings Channel reports. The fund owned 374,576 shares of the company’s stock after purchasing an additional 75,983 shares during the quarter. Simplify MBS ETF comprises 8.5% of Peak Financial Advisors LLC’s portfolio, making the stock its 2nd biggest holding. Peak Financial Advisors LLC’s holdings in Simplify MBS ETF were worth $18,882,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MTBA. Global Retirement Partners LLC raised its stake in Simplify MBS ETF by 73.5% in the 3rd quarter. Global Retirement Partners LLC now owns 1,693 shares of the company’s stock valued at $85,000 after purchasing an additional 717 shares during the last quarter. Raymond James Financial Inc. purchased a new position in Simplify MBS ETF in the 2nd quarter valued at about $111,000. Farther Finance Advisors LLC boosted its stake in shares of Simplify MBS ETF by 169.8% during the 3rd quarter. Farther Finance Advisors LLC now owns 3,135 shares of the company’s stock worth $158,000 after purchasing an additional 1,973 shares during the last quarter. BAM Wealth Management LLC acquired a new stake in shares of Simplify MBS ETF during the 3rd quarter worth about $218,000. Finally, AE Wealth Management LLC grew its holdings in shares of 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 in the last quarter.

Simplify MBS ETF Price Performance

NYSEARCA:MTBA opened at $49.62 on Thursday. The firm has a 50 day simple moving average of $50.33 and a 200-day simple moving average of $50.44. Simplify MBS ETF has a 1-year low of $49.16 and a 1-year high of $50.88.

Simplify MBS ETF Announces Dividend

The company also recently announced a monthly dividend, which was paid on Friday, February 27th. Shareholders 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.