Evolution Wealth Management Inc. Buys 33,008 Shares of Simplify Aggregate Bond ETF $AGGH

Evolution Wealth Management Inc. boosted its stake in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 61.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 86,988 shares of the company’s stock after buying an additional 33,008 shares during the quarter. Simplify Aggregate Bond ETF makes up 1.5% of Evolution Wealth Management Inc.’s portfolio, making the stock its 14th largest position. Evolution Wealth Management Inc. owned 0.50% of Simplify Aggregate Bond ETF worth $1,801,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AGGH. IHT Wealth Management LLC bought a new stake in Simplify Aggregate Bond ETF during the 2nd quarter valued at about $873,000. Thrivent Financial for Lutherans bought a new stake in Simplify Aggregate Bond ETF during the 2nd quarter valued at about $818,000. Foundations Investment Advisors LLC bought a new stake in Simplify Aggregate Bond ETF during the 3rd quarter valued at about $264,000. Authentikos Wealth Advisory LLC lifted its holdings in Simplify Aggregate Bond ETF by 75.8% during the 3rd quarter. Authentikos Wealth Advisory LLC now owns 114,446 shares of the company’s stock valued at $2,370,000 after buying an additional 49,336 shares in the last quarter. Finally, B.O.S.S. Retirement Advisors LLC bought a new stake in Simplify Aggregate Bond ETF during the 3rd quarter valued at about $588,000.

Simplify Aggregate Bond ETF Trading Down 0.3%

Shares of AGGH opened at $20.19 on Thursday. Simplify Aggregate Bond ETF has a 1-year low of $19.82 and a 1-year high of $21.02. The company has a 50-day moving average of $20.34 and a 200 day moving average of $20.61.

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.