WealthPlan Investment Management LLC Acquires New Stake in Simplify Aggregate Bond ETF $AGGH

WealthPlan Investment Management LLC acquired a new stake in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGHFree Report) during the fourth quarter, HoldingsChannel reports. The institutional investor acquired 258,407 shares of the company’s stock, valued at approximately $5,349,000.

Other large investors have also made changes to their positions in the company. B.O.S.S. Retirement Advisors LLC acquired a new stake in shares of Simplify Aggregate Bond ETF during the third quarter valued at $588,000. Key Capital Management INC acquired a new stake in shares of Simplify Aggregate Bond ETF during the fourth quarter valued at $3,077,000. Networth Advisors LLC acquired a new stake in shares of Simplify Aggregate Bond ETF during the fourth quarter valued at $672,000. AE Wealth Management LLC boosted its stake in shares of 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 valued at $15,885,000 after acquiring an additional 278,738 shares during the last quarter. Finally, Elevated Capital Advisors LLC boosted its stake in shares of 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 valued at $4,833,000 after acquiring an additional 42,798 shares during the last quarter.

Simplify Aggregate Bond ETF Stock Down 0.8%

AGGH opened at $20.15 on Friday. Simplify Aggregate Bond ETF has a 52 week low of $19.77 and a 52 week high of $21.02. The business’s fifty day simple moving average is $20.42 and its 200 day simple moving average is $20.67.

Simplify Aggregate Bond ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Simplify Aggregate Bond ETF (NYSEARCA:AGGH)

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