Simplify Aggregate Bond ETF $AGGH Stock Bought by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC increased its position in Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 6.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 717,978 shares of the company’s stock after buying an additional 40,667 shares during the quarter. WealthPlan Investment Management LLC’s holdings in Simplify Aggregate Bond ETF were worth $13,591,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. Simplify Asset Management Inc. grew its position in Simplify Aggregate Bond ETF by 13.4% during the first quarter. Simplify Asset Management Inc. now owns 2,109,127 shares of the company’s stock valued at $42,921,000 after acquiring an additional 250,000 shares during the last quarter. Gradient Investments LLC purchased a new stake in shares of Simplify Aggregate Bond ETF in the 3rd quarter valued at $38,552,000. Envestnet Asset Management Inc. boosted its stake in shares of Simplify Aggregate Bond ETF by 12.8% in the 2nd quarter. Envestnet Asset Management Inc. now owns 1,350,119 shares of the company’s stock valued at $27,232,000 after purchasing an additional 153,424 shares in the last quarter. Stadion Money Management LLC boosted its stake in shares of Simplify Aggregate Bond ETF by 8.1% in the 4th quarter. Stadion Money Management LLC now owns 678,141 shares of the company’s stock valued at $14,038,000 after purchasing an additional 50,736 shares in the last quarter. Finally, Park Edge Advisors LLC grew its holdings in shares of Simplify Aggregate Bond ETF by 12.6% during the 1st quarter. Park Edge Advisors LLC now owns 410,019 shares of the company’s stock valued at $8,344,000 after purchasing an additional 45,757 shares during the last quarter.

Simplify Aggregate Bond ETF Price Performance

Shares of AGGH stock traded up $0.07 on Thursday, hitting $19.11. 113,158 shares of the company’s stock traded hands, compared to its average volume of 238,586. The company’s fifty day simple moving average is $19.49 and its 200 day simple moving average is $19.96. Simplify Aggregate Bond ETF has a one year low of $18.73 and a one year 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.