Wealth Enhancement Advisory Services LLC Acquires 42,828 Shares of Simplify MBS ETF $MTBA

Wealth Enhancement Advisory Services LLC lifted its holdings in Simplify MBS ETF (NYSEARCA:MTBA) by 17.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 291,373 shares of the company’s stock after purchasing an additional 42,828 shares during the quarter. Wealth Enhancement Advisory Services LLC owned 0.93% of Simplify MBS ETF worth $14,694,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Bank of New York Mellon Corp bought a new position in shares of Simplify MBS ETF in the 2nd quarter valued at about $13,278,000. Sharp Financial Services LLC raised its holdings in Simplify MBS ETF by 56.7% during the second quarter. Sharp Financial Services LLC now owns 7,050 shares of the company’s stock worth $353,000 after acquiring an additional 2,550 shares in the last quarter. Priebe Wealth Holdings LLC boosted its position in Simplify MBS ETF by 31.0% during the second quarter. Priebe Wealth Holdings LLC now owns 123,100 shares of the company’s stock valued at $6,166,000 after purchasing an additional 29,100 shares during the last quarter. Narwhal Capital Management grew its stake in Simplify MBS ETF by 22.2% in the second quarter. Narwhal Capital Management now owns 71,250 shares of the company’s stock valued at $3,569,000 after purchasing an additional 12,928 shares in the last quarter. Finally, Heck Capital Advisors LLC grew its stake in Simplify MBS ETF by 3.0% in the second quarter. Heck Capital Advisors LLC now owns 230,380 shares of the company’s stock valued at $11,540,000 after purchasing an additional 6,620 shares in the last quarter.

Simplify MBS ETF Price Performance

NYSEARCA MTBA opened at $50.54 on Friday. Simplify MBS ETF has a 12 month low of $49.16 and a 12 month high of $50.88. The stock has a 50 day moving average of $50.46 and a 200-day moving average of $50.37.

Simplify MBS ETF Company 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.