WealthPLAN Partners LLC Makes New Investment in Simplify MBS ETF $MTBA

WealthPLAN Partners LLC purchased a new position in shares of Simplify MBS ETF (NYSEARCA:MTBA) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 27,593 shares of the company’s stock, valued at approximately $1,290,000.

A number of other institutional investors have also modified their holdings of MTBA. Realta Investment Advisors purchased a new stake in shares of Simplify MBS ETF in the 1st quarter valued at $168,000. Rockefeller Capital Management L.P. lifted its stake in Simplify MBS ETF by 275.0% during the 4th quarter. Rockefeller Capital Management L.P. now owns 3,750 shares of the company’s stock worth $189,000 after acquiring an additional 2,750 shares in the last quarter. Founders Financial Securities LLC lifted its stake in Simplify MBS ETF by 4.5% during the 1st quarter. Founders Financial Securities LLC now owns 5,708 shares of the company’s stock worth $284,000 after acquiring an additional 246 shares in the last quarter. Trust Point Inc. purchased a new position in Simplify MBS ETF during the 2nd quarter valued at about $303,000. Finally, Fifth Third Bancorp purchased a new position in Simplify MBS ETF during the 1st quarter valued at about $313,000.

Simplify MBS ETF Stock Performance

NYSEARCA MTBA traded up $0.23 during trading on Thursday, hitting $47.37. The stock had a trading volume of 160,194 shares, compared to its average volume of 243,679. The firm has a 50 day moving average price of $47.88 and a 200 day moving average price of $48.73. Simplify MBS ETF has a twelve month low of $46.53 and a twelve month high of $50.80.

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.