Copley Financial Group Inc. Purchases New Holdings in Simplify Aggregate Bond ETF $AGGH

Copley Financial Group Inc. acquired a new position in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 128,942 shares of the company’s stock, valued at approximately $2,601,000. Simplify Aggregate Bond ETF accounts for approximately 1.3% of Copley Financial Group Inc.’s portfolio, making the stock its 12th largest position. Copley Financial Group Inc. owned 0.44% of Simplify Aggregate Bond ETF at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of AGGH. Strive Financial Group LLC acquired a new position in Simplify Aggregate Bond ETF in the fourth quarter valued at about $30,000. International Assets Investment Management LLC bought a new position in Simplify Aggregate Bond ETF in the fourth quarter valued at approximately $53,000. Royal Bank of Canada boosted its holdings in shares of Simplify Aggregate Bond ETF by 48.1% in the 4th quarter. Royal Bank of Canada now owns 7,308 shares of the company’s stock valued at $151,000 after purchasing an additional 2,372 shares in the last quarter. Arkadios Wealth Advisors bought a new stake in shares of Simplify Aggregate Bond ETF during the 4th quarter worth $201,000. Finally, Sigma Planning Corp bought a new position in Simplify Aggregate Bond ETF in the fourth quarter valued at about $202,000.

Simplify Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGGH opened at $19.72 on Friday. Simplify Aggregate Bond ETF has a one year low of $19.65 and a one year high of $21.02. The firm has a 50 day simple moving average of $19.95 and a 200 day simple moving average of $20.25.

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.