Continuum Advisory LLC Cuts Stake in Simplify MBS ETF $MTBA

Continuum Advisory LLC cut its stake in Simplify MBS ETF (NYSEARCA:MTBAFree Report) by 45.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 44,510 shares of the company’s stock after selling 37,414 shares during the quarter. Continuum Advisory LLC’s holdings in Simplify MBS ETF were worth $2,244,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Tradewinds Capital Management LLC purchased a new position in Simplify MBS ETF in the fourth quarter valued at about $50,000. Raymond James Financial Inc. purchased a new position in Simplify MBS ETF in the second quarter valued at about $111,000. Harbour Investments Inc. increased its position in shares of Simplify MBS ETF by 105.3% during the fourth quarter. Harbour Investments Inc. now owns 2,580 shares of the company’s stock worth $130,000 after acquiring an additional 1,323 shares during the last quarter. Nations Financial Group Inc. IA ADV purchased a new stake in shares of Simplify MBS ETF during the fourth quarter worth about $202,000. Finally, Independent Advisor Alliance purchased a new stake in shares of Simplify MBS ETF during the fourth quarter worth about $219,000.

Simplify MBS ETF Stock Up 0.1%

Shares of NYSEARCA MTBA opened at $49.13 on Friday. Simplify MBS ETF has a 1 year low of $48.67 and a 1 year high of $50.88. The stock’s 50-day simple moving average is $49.40 and its 200-day simple moving average is $50.05.

Simplify MBS ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Simplify MBS ETF (NYSEARCA:MTBA)

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