Prevail Innovative Wealth Advisors LLC Makes New $2.71 Million Investment in Simplify Aggregate Bond ETF $AGGH

Prevail Innovative Wealth Advisors LLC acquired a new stake in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 130,719 shares of the company’s stock, valued at approximately $2,706,000. Prevail Innovative Wealth Advisors LLC owned approximately 0.75% of Simplify Aggregate Bond ETF as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Envestnet Portfolio Solutions Inc. purchased a new stake in shares of Simplify Aggregate Bond ETF during the 4th quarter valued at $3,672,000. WealthPlan Investment Management LLC purchased a new stake in shares of Simplify Aggregate Bond ETF during the 4th quarter valued at $5,349,000. Financial Partners Group Inc raised its position in shares of Simplify Aggregate Bond ETF by 21.2% during the 4th quarter. Financial Partners Group Inc now owns 46,566 shares of the company’s stock valued at $964,000 after buying an additional 8,136 shares in the last quarter. International Assets Investment Management LLC purchased a new stake in shares of Simplify Aggregate Bond ETF during the 4th quarter valued at $53,000. Finally, Encompass More Asset Management raised its position in shares of Simplify Aggregate Bond ETF by 2.1% during the 4th quarter. Encompass More Asset Management now owns 137,130 shares of the company’s stock valued at $2,839,000 after buying an additional 2,858 shares in the last quarter.

Simplify Aggregate Bond ETF Stock Performance

Simplify Aggregate Bond ETF stock opened at $20.19 on Thursday. The firm’s fifty day moving average price is $20.39 and its 200-day moving average price is $20.65. Simplify Aggregate Bond ETF has a fifty-two week low of $19.77 and a fifty-two week high of $21.02.

Simplify Aggregate Bond ETF Company Profile

The Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is a fund-of-funds that seeks total return by providing exposure to US investment-grade bonds combined with several credit hedging strategies. The fund is actively managed. AGGH was launched on Feb 14, 2022 and is managed by Simplify.