Envestnet Portfolio Solutions Inc. Takes $3.67 Million Position in Simplify Aggregate Bond ETF $AGGH

Envestnet Portfolio Solutions Inc. bought a new stake in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGHFree Report) in the 4th quarter, Holdings Channel reports. The fund bought 177,394 shares of the company’s stock, valued at approximately $3,672,000.

Several other large investors also recently modified their holdings of AGGH. Beacon Capital Management LLC acquired a new stake in shares of Simplify Aggregate Bond ETF during the third quarter valued at about $6,507,000. AE Wealth Management LLC grew its stake in shares of Simplify Aggregate Bond ETF by 144.3% during the third quarter. AE Wealth Management LLC now owns 488,644 shares of the company’s stock valued at $10,120,000 after acquiring an additional 288,615 shares in the last quarter. WealthPlan Investment Management LLC acquired a new stake in shares of Simplify Aggregate Bond ETF during the fourth quarter valued at about $5,349,000. Key Capital Management INC acquired a new stake in shares of Simplify Aggregate Bond ETF during the fourth quarter valued at about $3,077,000. Finally, FSA Advisors Inc. acquired a new stake in shares of Simplify Aggregate Bond ETF during the fourth quarter valued at about $1,891,000.

Simplify Aggregate Bond ETF Stock Performance

Shares of Simplify Aggregate Bond ETF stock opened at $20.23 on Friday. The business has a 50-day moving average of $20.38 and a 200-day moving average of $20.65. Simplify Aggregate Bond ETF has a 1-year low of $19.77 and a 1-year high of $21.02.

About Simplify Aggregate Bond ETF

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding AGGH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Simplify Aggregate Bond ETF (NYSEARCA:AGGHFree Report).

Institutional Ownership by Quarter for Simplify Aggregate Bond ETF (NYSEARCA:AGGH)

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