Sowell Financial Services LLC acquired a new position in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 1,235,071 shares of the company’s stock, valued at approximately $23,380,000. Simplify Aggregate Bond ETF accounts for about 0.7% of Sowell Financial Services LLC’s portfolio, making the stock its 20th largest holding. Sowell Financial Services LLC owned approximately 4.82% of Simplify Aggregate Bond ETF as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Arkadios Wealth Advisors lifted its stake in Simplify Aggregate Bond ETF by 7.7% during the first quarter. Arkadios Wealth Advisors now owns 10,449 shares of the company’s stock worth $213,000 after purchasing an additional 750 shares during the period. Winnow Wealth LLC boosted its holdings in Simplify Aggregate Bond ETF by 3.3% during the first quarter. Winnow Wealth LLC now owns 25,922 shares of the company’s stock valued at $528,000 after purchasing an additional 822 shares in the last quarter. Montgomery Financial Services LLC acquired a new stake in Simplify Aggregate Bond ETF during the second quarter valued at approximately $25,000. Bay Rivers Group grew its stake in shares of Simplify Aggregate Bond ETF by 8.6% in the 2nd quarter. Bay Rivers Group now owns 39,011 shares of the company’s stock valued at $787,000 after purchasing an additional 3,089 shares during the period. Finally, Legacy Wealth Managment LLC ID grew its stake in shares of Simplify Aggregate Bond ETF by 13.4% in the 1st quarter. Legacy Wealth Managment LLC ID now owns 26,692 shares of the company’s stock valued at $543,000 after purchasing an additional 3,163 shares during the period.
Simplify Aggregate Bond ETF Price Performance
Shares of AGGH opened at $19.09 on Thursday. Simplify Aggregate Bond ETF has a 1 year low of $18.73 and a 1 year high of $21.00. The stock has a 50 day simple moving average of $19.34 and a 200-day simple moving average of $20.11.
Simplify Aggregate Bond ETF 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.
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