Simplify MBS ETF $MTBA Stake Raised by Morling Financial Advisors LLC

Morling Financial Advisors LLC increased its holdings in shares of Simplify MBS ETF (NYSEARCA:MTBA) by 8.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 338,739 shares of the company’s stock after buying an additional 26,408 shares during the period. Simplify MBS ETF comprises 5.4% of Morling Financial Advisors LLC’s investment portfolio, making the stock its 7th largest holding. Morling Financial Advisors LLC owned approximately 1.00% of Simplify MBS ETF worth $17,076,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Ameritas Advisory Services LLC increased its position in shares of Simplify MBS ETF by 1,555.6% in the 3rd quarter. Ameritas Advisory Services LLC now owns 32,350 shares of the company’s stock valued at $1,629,000 after purchasing an additional 30,396 shares during the last quarter. Aprio Wealth Management LLC increased its position in shares of Simplify MBS ETF by 7.6% in the 3rd quarter. Aprio Wealth Management LLC now owns 414,879 shares of the company’s stock valued at $20,889,000 after purchasing an additional 29,193 shares during the last quarter. Edge Wealth Management LLC increased its position in shares of Simplify MBS ETF by 211.3% in the 4th quarter. Edge Wealth Management LLC now owns 1,000,038 shares of the company’s stock valued at $50,412,000 after purchasing an additional 678,832 shares during the last quarter. JPMorgan Chase & Co. increased its position in shares of Simplify MBS ETF by 40.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 173,482 shares of the company’s stock valued at $8,735,000 after purchasing an additional 49,765 shares during the last quarter. Finally, Ethos Financial Group LLC increased its position in shares of Simplify MBS ETF by 34.0% in the 4th quarter. Ethos Financial Group LLC now owns 190,293 shares of the company’s stock valued at $9,593,000 after purchasing an additional 48,290 shares during the last quarter.

Simplify MBS ETF Price Performance

Shares of NYSEARCA:MTBA opened at $48.97 on Thursday. The company’s 50 day moving average is $49.56 and its two-hundred day moving average is $50.15. Simplify MBS ETF has a 52 week low of $48.67 and a 52 week high of $50.88.

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.