Simplify Aggregate Bond ETF $AGGH Stake Raised by Winnacle Wealth LLC

Winnacle Wealth LLC raised its position in Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 117.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 97,229 shares of the company’s stock after acquiring an additional 52,424 shares during the period. Simplify Aggregate Bond ETF comprises approximately 1.1% of Winnacle Wealth LLC’s holdings, making the stock its 22nd largest holding. Winnacle Wealth LLC owned 0.38% of Simplify Aggregate Bond ETF worth $1,841,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of the company. Montgomery Financial Services LLC acquired a new stake in shares of Simplify Aggregate Bond ETF during the 2nd quarter worth approximately $25,000. Wealth Enhancement Trust Services Inc. acquired a new stake in Simplify Aggregate Bond ETF during the third quarter worth $97,000. Arkadios Wealth Advisors boosted 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 buying an additional 750 shares in the last quarter. Retirement Planning Group LLC acquired a new stake in Simplify Aggregate Bond ETF during the first quarter worth $237,000. Finally, Centaurus Financial Inc. bought a new stake in Simplify Aggregate Bond ETF in the 1st quarter valued at $240,000.

Simplify Aggregate Bond ETF Price Performance

Shares of Simplify Aggregate Bond ETF stock opened at $19.03 on Thursday. Simplify Aggregate Bond ETF has a 52-week low of $18.73 and a 52-week high of $21.02. The company’s fifty day moving average price is $19.49 and its two-hundred day moving average price is $19.96.

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.