Simplify Aggregate Bond ETF $AGGH is Elevated Capital Advisors LLC’s 9th Largest Position

Elevated Capital Advisors LLC grew its position in Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 50.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 351,530 shares of the company’s stock after buying an additional 118,054 shares during the quarter. Simplify Aggregate Bond ETF makes up approximately 1.8% of Elevated Capital Advisors LLC’s portfolio, making the stock its 9th largest position. Elevated Capital Advisors LLC owned approximately 1.51% of Simplify Aggregate Bond ETF worth $7,154,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in AGGH. Sanctuary Advisors LLC grew its position in Simplify Aggregate Bond ETF by 1.7% during the 4th quarter. Sanctuary Advisors LLC now owns 34,269 shares of the company’s stock worth $709,000 after purchasing an additional 585 shares in the last quarter. Greykasell Wealth Strategies Inc. boosted its position in shares of Simplify Aggregate Bond ETF by 1.9% in the fourth quarter. Greykasell Wealth Strategies Inc. now owns 39,332 shares of the company’s stock worth $814,000 after buying an additional 728 shares during the period. OLD Mission Capital LLC grew its holdings in shares of Simplify Aggregate Bond ETF by 1.9% during the fourth quarter. OLD Mission Capital LLC now owns 51,130 shares of the company’s stock valued at $1,058,000 after buying an additional 972 shares in the last quarter. Worth Asset Management LLC raised its position in Simplify Aggregate Bond ETF by 4.6% during the first quarter. Worth Asset Management LLC now owns 25,813 shares of the company’s stock valued at $525,000 after buying an additional 1,124 shares during the period. Finally, Kestra Private Wealth Services LLC raised its position in Simplify Aggregate Bond ETF by 2.0% during the third quarter. Kestra Private Wealth Services LLC now owns 64,340 shares of the company’s stock valued at $1,332,000 after buying an additional 1,276 shares during the period.

Simplify Aggregate Bond ETF Price Performance

Shares of Simplify Aggregate Bond ETF stock opened at $20.08 on Friday. The stock has a 50-day moving average price of $20.22 and a 200 day moving average price of $20.50. Simplify Aggregate Bond ETF has a 1 year low of $19.95 and a 1 year high of $21.02.

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.