Simplify Aggregate Bond ETF $AGGH Stock: Winnacle Wealth LLC Raises Holdings

Winnacle Wealth LLC boosted its stake in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 117.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 97,229 shares of the company’s stock after acquiring an additional 52,424 shares during the quarter. Simplify Aggregate Bond ETF makes up approximately 1.1% of Winnacle Wealth LLC’s holdings, making the stock its 22nd biggest holding. Winnacle Wealth LLC’s holdings in Simplify Aggregate Bond ETF were worth $1,841,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Mather Group LLC. acquired a new position in shares of Simplify Aggregate Bond ETF during the third quarter worth approximately $280,000. Financial Enhancement Group LLC acquired a new stake in shares of Simplify Aggregate Bond ETF in the third quarter valued at approximately $5,619,000. Gradient Investments LLC bought a new position in Simplify Aggregate Bond ETF in the 3rd quarter worth approximately $38,552,000. Wealth Enhancement Trust Services Inc. bought a new position in Simplify Aggregate Bond ETF in the 3rd quarter worth approximately $97,000. Finally, Envestnet Portfolio Solutions Inc. raised its position in Simplify Aggregate Bond ETF by 9.9% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 209,964 shares of the company’s stock worth $4,235,000 after purchasing an additional 18,866 shares during the last quarter.

Simplify Aggregate Bond ETF Stock Down 0.1%

NYSEARCA:AGGH opened at $19.03 on Thursday. The stock’s fifty day moving average price is $19.49 and its two-hundred day moving average price is $19.96. Simplify Aggregate Bond ETF has a 52-week low of $18.73 and a 52-week 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.