WealthPLAN Partners LLC Makes New $1.24 Million Investment in Simplify Aggregate Bond ETF $AGGH

WealthPLAN Partners LLC acquired a new position in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 65,306 shares of the company’s stock, valued at approximately $1,236,000. WealthPLAN Partners LLC owned approximately 0.25% of Simplify Aggregate Bond ETF at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the stock. Simplify Asset Management Inc. lifted its position in shares of Simplify Aggregate Bond ETF by 13.4% during the first quarter. Simplify Asset Management Inc. now owns 2,109,127 shares of the company’s stock worth $42,921,000 after purchasing an additional 250,000 shares during the last quarter. Gradient Investments LLC bought a new stake in Simplify Aggregate Bond ETF in the third quarter valued at about $38,552,000. Envestnet Asset Management Inc. increased its holdings in Simplify Aggregate Bond ETF by 12.8% in the second quarter. Envestnet Asset Management Inc. now owns 1,350,119 shares of the company’s stock valued at $27,232,000 after buying an additional 153,424 shares during the last quarter. WealthPlan Investment Management LLC raised its stake in Simplify Aggregate Bond ETF by 6.0% during the third quarter. WealthPlan Investment Management LLC now owns 717,978 shares of the company’s stock valued at $13,591,000 after buying an additional 40,667 shares in the last quarter. Finally, Stadion Money Management LLC raised its stake in Simplify Aggregate Bond ETF by 1.4% during the first quarter. Stadion Money Management LLC now owns 687,642 shares of the company’s stock valued at $13,994,000 after buying an additional 9,501 shares in the last quarter.

Simplify Aggregate Bond ETF Trading Up 0.4%

NYSEARCA AGGH traded up $0.09 on Thursday, hitting $19.11. 136,712 shares of the stock traded hands, compared to its average volume of 238,669. The stock has a 50-day moving average of $19.49 and a 200 day moving average of $19.96. Simplify Aggregate Bond ETF has a twelve month low of $18.73 and a twelve month high of $21.02.

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.