Elevated Capital Advisors LLC Acquires 42,798 Shares of Simplify Aggregate Bond ETF $AGGH

Elevated Capital Advisors LLC raised its holdings in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 22.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 233,476 shares of the company’s stock after purchasing an additional 42,798 shares during the quarter. Simplify Aggregate Bond ETF accounts for about 1.1% of Elevated Capital Advisors LLC’s portfolio, making the stock its 17th largest position. Elevated Capital Advisors LLC’s holdings in Simplify Aggregate Bond ETF were worth $4,833,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in AGGH. Balance Wealth LLC increased its holdings in shares of Simplify Aggregate Bond ETF by 2.6% in the 3rd quarter. Balance Wealth LLC now owns 32,403 shares of the company’s stock worth $671,000 after buying an additional 811 shares during the last quarter. Kestra Private Wealth Services LLC lifted its holdings in shares of Simplify Aggregate Bond ETF by 2.0% in the 3rd quarter. Kestra Private Wealth Services LLC now owns 64,340 shares of the company’s stock valued at $1,332,000 after acquiring an additional 1,276 shares during the last quarter. NewEdge Advisors LLC grew its position in Simplify Aggregate Bond ETF by 12.2% in the third quarter. NewEdge Advisors LLC now owns 14,015 shares of the company’s stock worth $290,000 after acquiring an additional 1,529 shares in the last quarter. Sound Income Strategies LLC increased its stake in Simplify Aggregate Bond ETF by 588.7% during the fourth quarter. Sound Income Strategies LLC now owns 1,832 shares of the company’s stock worth $38,000 after acquiring an additional 1,566 shares during the last quarter. Finally, Park Edge Advisors LLC increased its stake in Simplify Aggregate Bond ETF by 0.4% during the fourth quarter. Park Edge Advisors LLC now owns 364,262 shares of the company’s stock worth $7,540,000 after acquiring an additional 1,616 shares during the last quarter.

Simplify Aggregate Bond ETF Stock Performance

Shares of AGGH stock opened at $20.58 on Friday. Simplify Aggregate Bond ETF has a 1 year low of $19.77 and a 1 year high of $21.02. The stock’s 50 day simple moving average is $20.60 and its two-hundred day simple moving average is $20.73.

Simplify Aggregate Bond ETF Cuts Dividend

The business also recently declared a monthly dividend, which was paid on Friday, February 27th. Investors of record on Tuesday, February 24th were issued a dividend of $0.12 per share. This represents a c) annualized dividend and a yield of 7.0%. The ex-dividend date was Tuesday, February 24th.

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.