Sharp Financial Services LLC Makes New $258,000 Investment in Simplify MBS ETF (NYSEARCA:MTBA)

Sharp Financial Services LLC bought a new position in Simplify MBS ETF (NYSEARCA:MTBA) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 5,200 shares of the company’s stock, valued at approximately $258,000.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Dakota Wealth Management acquired a new stake in Simplify MBS ETF in the fourth quarter worth approximately $3,425,000. Priebe Wealth Holdings LLC acquired a new stake in shares of Simplify MBS ETF during the 4th quarter valued at $517,000. Cambridge Advisors Inc. lifted its position in shares of Simplify MBS ETF by 15.1% during the 4th quarter. Cambridge Advisors Inc. now owns 17,223 shares of the company’s stock valued at $856,000 after acquiring an additional 2,256 shares during the last quarter. Ameritas Advisory Services LLC lifted its position in shares of Simplify MBS ETF by 183.2% during the 4th quarter. Ameritas Advisory Services LLC now owns 39,575 shares of the company’s stock valued at $1,966,000 after acquiring an additional 25,600 shares during the last quarter. Finally, Edge Wealth Management LLC lifted its position in shares of Simplify MBS ETF by 605.5% during the 4th quarter. Edge Wealth Management LLC now owns 120,317 shares of the company’s stock valued at $5,979,000 after acquiring an additional 103,262 shares during the last quarter.

Simplify MBS ETF Trading Down 0.1 %

Shares of NYSEARCA:MTBA opened at $49.77 on Thursday. Simplify MBS ETF has a one year low of $49.10 and a one year high of $51.97. The stock has a fifty day moving average of $49.94 and a 200-day moving average of $50.68.

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.