Prevail Innovative Wealth Advisors LLC Takes $2.71 Million Position in Simplify Aggregate Bond ETF $AGGH

Prevail Innovative Wealth Advisors LLC acquired a new stake in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) during the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 130,719 shares of the company’s stock, valued at approximately $2,706,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in AGGH. Envestnet Portfolio Solutions Inc. bought a new position in shares of Simplify Aggregate Bond ETF during the 4th quarter valued at $3,672,000. WealthPlan Investment Management LLC bought a new position in shares of Simplify Aggregate Bond ETF during the 4th quarter valued at $5,349,000. Financial Partners Group Inc grew its holdings in shares of Simplify Aggregate Bond ETF by 21.2% during the 4th quarter. Financial Partners Group Inc now owns 46,566 shares of the company’s stock valued at $964,000 after purchasing an additional 8,136 shares during the last quarter. International Assets Investment Management LLC bought a new position in shares of Simplify Aggregate Bond ETF during the 4th quarter valued at $53,000. Finally, Encompass More Asset Management grew its holdings in shares of Simplify Aggregate Bond ETF by 2.1% during the 4th quarter. Encompass More Asset Management now owns 137,130 shares of the company’s stock valued at $2,839,000 after purchasing an additional 2,858 shares during the last quarter.

Simplify Aggregate Bond ETF Stock Up 0.6%

AGGH stock opened at $20.19 on Thursday. Simplify Aggregate Bond ETF has a 52 week low of $19.77 and a 52 week high of $21.02. The firm’s fifty day moving average is $20.39 and its 200 day moving average is $20.65.

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.