Copley Financial Group Inc. Makes New $2.60 Million Investment in Simplify Aggregate Bond ETF $AGGH

Copley Financial Group Inc. purchased a new stake in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 128,942 shares of the company’s stock, valued at approximately $2,601,000. Simplify Aggregate Bond ETF comprises about 1.3% of Copley Financial Group Inc.’s portfolio, making the stock its 12th largest position.

Other institutional investors also recently modified their holdings of the company. Strive Financial Group LLC bought a new position in Simplify Aggregate Bond ETF during the 4th quarter worth $30,000. International Assets Investment Management LLC bought a new position in shares of Simplify Aggregate Bond ETF during the fourth quarter worth about $53,000. Royal Bank of Canada lifted its stake in shares of Simplify Aggregate Bond ETF by 48.1% in the fourth quarter. Royal Bank of Canada now owns 7,308 shares of the company’s stock worth $151,000 after acquiring an additional 2,372 shares during the period. Arkadios Wealth Advisors acquired a new stake in Simplify Aggregate Bond ETF during the 4th quarter valued at approximately $201,000. Finally, Sigma Planning Corp bought a new position in Simplify Aggregate Bond ETF during the 4th quarter worth approximately $202,000.

Simplify Aggregate Bond ETF Stock Up 0.2%

NYSEARCA:AGGH opened at $19.72 on Friday. Simplify Aggregate Bond ETF has a 52 week low of $19.65 and a 52 week high of $21.02. The firm’s fifty day moving average is $19.95 and its 200-day moving average is $20.25.

About Simplify Aggregate Bond ETF

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.