Retirement Planning Group LLC Buys New Stake in Simplify Aggregate Bond ETF $AGGH

Retirement Planning Group LLC bought a new stake in Simplify Aggregate Bond ETF (NYSEARCA:AGGH) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 50,708 shares of the company’s stock, valued at approximately $960,000. Retirement Planning Group LLC owned 0.20% of Simplify Aggregate Bond ETF as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. SteelPeak Wealth LLC raised its holdings in shares of Simplify Aggregate Bond ETF by 104.8% in the 3rd quarter. SteelPeak Wealth LLC now owns 138,548 shares of the company’s stock valued at $2,623,000 after buying an additional 70,894 shares during the period. WealthPLAN Partners LLC acquired a new position in Simplify Aggregate Bond ETF during the 3rd quarter worth about $1,236,000. WealthPlan Investment Management LLC lifted its stake in Simplify Aggregate Bond ETF by 6.0% during the 3rd quarter. WealthPlan Investment Management LLC now owns 717,978 shares of the company’s stock worth $13,591,000 after acquiring an additional 40,667 shares in the last quarter. Winnacle Wealth LLC lifted its stake in Simplify Aggregate Bond ETF by 117.0% during the 3rd quarter. Winnacle Wealth LLC now owns 97,229 shares of the company’s stock worth $1,841,000 after acquiring an additional 52,424 shares in the last quarter. Finally, Mather Group LLC. purchased a new position in Simplify Aggregate Bond ETF during the 3rd quarter valued at about $280,000.

Simplify Aggregate Bond ETF Stock Performance

Shares of Simplify Aggregate Bond ETF stock opened at $19.10 on Thursday. The business has a 50-day moving average of $19.41 and a 200 day moving average of $19.92. Simplify Aggregate Bond ETF has a 12 month low of $18.73 and a 12 month high of $21.02.

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.