Evolution Wealth Management Inc. Has $2.77 Million Stock Position in Simplify Aggregate Bond ETF $AGGH

Evolution Wealth Management Inc. raised its position in Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 56.5% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 136,124 shares of the company’s stock after buying an additional 49,136 shares during the quarter. Simplify Aggregate Bond ETF accounts for 2.0% of Evolution Wealth Management Inc.’s holdings, making the stock its 9th biggest holding. Evolution Wealth Management Inc. owned 0.63% of Simplify Aggregate Bond ETF worth $2,770,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Simplify Asset Management Inc. lifted its holdings 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 buying an additional 250,000 shares in the last quarter. Networth Advisors LLC grew its stake in shares of Simplify Aggregate Bond ETF by 29.3% in the first quarter. Networth Advisors LLC now owns 41,992 shares of the company’s stock valued at $855,000 after acquiring an additional 9,528 shares in the last quarter. Kestra Private Wealth Services LLC increased its position in Simplify Aggregate Bond ETF by 32.7% during the first quarter. Kestra Private Wealth Services LLC now owns 89,329 shares of the company’s stock worth $1,818,000 after acquiring an additional 21,993 shares during the period. Park Edge Advisors LLC increased its position in Simplify Aggregate Bond ETF by 12.6% during the first quarter. Park Edge Advisors LLC now owns 410,019 shares of the company’s stock worth $8,344,000 after acquiring an additional 45,757 shares during the period. Finally, Worth Asset Management LLC raised its stake in Simplify Aggregate Bond ETF by 4.6% in the 1st quarter. Worth Asset Management LLC now owns 25,813 shares of the company’s stock worth $525,000 after purchasing an additional 1,124 shares in the last quarter.

Simplify Aggregate Bond ETF Stock Performance

Shares of Simplify Aggregate Bond ETF stock opened at $20.18 on Friday. Simplify Aggregate Bond ETF has a twelve month low of $19.98 and a twelve month high of $21.02. The company has a 50-day simple moving average of $20.25 and a two-hundred day simple moving average of $20.52.

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.