Aprio Wealth Management LLC Has $20.89 Million Stock Position in Simplify MBS ETF $MTBA

Aprio Wealth Management LLC grew its holdings in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 7.6% in the 3rd quarter, Holdings Channel.com reports. The firm owned 414,879 shares of the company’s stock after acquiring an additional 29,193 shares during the period. Simplify MBS ETF makes up approximately 2.1% of Aprio Wealth Management LLC’s portfolio, making the stock its 9th largest holding. Aprio Wealth Management LLC’s holdings in Simplify MBS ETF were worth $20,889,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in MTBA. NewEdge Advisors LLC increased its position in Simplify MBS ETF by 37.6% during the 1st quarter. NewEdge Advisors LLC now owns 21,834 shares of the company’s stock valued at $1,095,000 after buying an additional 5,970 shares in the last quarter. Goldman Sachs Group Inc. bought a new stake in Simplify MBS ETF in the first quarter worth $518,000. Creative Financial Designs Inc. ADV grew its stake in shares of Simplify MBS ETF by 81.2% in the second quarter. Creative Financial Designs Inc. ADV now owns 3,171 shares of the company’s stock worth $159,000 after acquiring an additional 1,421 shares during the last quarter. Bank of Montreal Can grew its stake in shares of Simplify MBS ETF by 163.6% in the second quarter. Bank of Montreal Can now owns 76,695 shares of the company’s stock worth $3,842,000 after acquiring an additional 47,595 shares during the last quarter. Finally, Bank of New York Mellon Corp bought a new position in shares of Simplify MBS ETF during the second quarter valued at $13,278,000.

Simplify MBS ETF Stock Up 0.1%

MTBA opened at $50.61 on Friday. The stock has a 50-day moving average price of $50.51 and a 200-day moving average price of $50.48. 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 issued a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a c) annualized dividend and a yield of 5.9%.

About Simplify MBS ETF

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.