Evolution Wealth Management Inc. Raises Stock Position in Simplify Aggregate Bond ETF $AGGH

Evolution Wealth Management Inc. boosted its stake in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 61.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 86,988 shares of the company’s stock after purchasing an additional 33,008 shares during the period. Simplify Aggregate Bond ETF makes up about 1.5% of Evolution Wealth Management Inc.’s portfolio, making the stock its 14th biggest position. Evolution Wealth Management Inc.’s holdings in Simplify Aggregate Bond ETF were worth $1,801,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently bought and sold shares of the company. Sound Income Strategies LLC grew its position in Simplify Aggregate Bond ETF by 588.7% during the 4th quarter. Sound Income Strategies LLC now owns 1,832 shares of the company’s stock worth $38,000 after purchasing an additional 1,566 shares during the last quarter. NBC Securities Inc. purchased a new stake in Simplify Aggregate Bond ETF during the 4th quarter worth approximately $42,000. International Assets Investment Management LLC purchased a new stake in Simplify Aggregate Bond ETF during the 4th quarter worth approximately $53,000. Stance Capital LLC purchased a new stake in Simplify Aggregate Bond ETF during the 3rd quarter worth approximately $66,000. Finally, Sigma Planning Corp purchased a new stake in Simplify Aggregate Bond ETF during the 4th quarter worth approximately $202,000.

Simplify Aggregate Bond ETF Price Performance

NYSEARCA:AGGH opened at $20.19 on Thursday. Simplify Aggregate Bond ETF has a twelve month low of $19.82 and a twelve month high of $21.02. The company’s 50 day moving average is $20.34 and its two-hundred day moving average is $20.61.

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.