Winnow Wealth LLC Takes $527,000 Position in Simplify Aggregate Bond ETF $AGGH

Winnow Wealth LLC acquired a new stake in Simplify Aggregate Bond ETF (NYSEARCA:AGGH) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 25,100 shares of the company’s stock, valued at approximately $527,000. Winnow Wealth LLC owned about 0.14% of Simplify Aggregate Bond ETF at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Key Capital Management INC purchased a new stake in Simplify Aggregate Bond ETF during the fourth quarter worth $3,077,000. Networth Advisors LLC purchased a new stake in Simplify Aggregate Bond ETF during the fourth quarter worth $672,000. Elevated Capital Advisors LLC boosted its holdings in Simplify Aggregate Bond ETF by 22.4% during the fourth quarter. Elevated Capital Advisors LLC now owns 233,476 shares of the company’s stock worth $4,833,000 after buying an additional 42,798 shares in the last quarter. AE Wealth Management LLC boosted its holdings in Simplify Aggregate Bond ETF by 57.0% during the fourth quarter. AE Wealth Management LLC now owns 767,382 shares of the company’s stock worth $15,885,000 after buying an additional 278,738 shares in the last quarter. Finally, Prevail Innovative Wealth Advisors LLC purchased a new stake in Simplify Aggregate Bond ETF during the fourth quarter worth $2,706,000.

Simplify Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGGH opened at $20.13 on Tuesday. The company’s fifty day moving average price is $20.33 and its 200 day moving average price is $20.60. Simplify Aggregate Bond ETF has a 1 year low of $19.91 and a 1 year high of $21.02.

Simplify Aggregate Bond ETF 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.