Evolution Wealth Management Inc. Has $1.12 Million Stock Position in Simplify Aggregate Bond ETF $AGGH

Evolution Wealth Management Inc. lifted its stake in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 286.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 53,980 shares of the company’s stock after purchasing an additional 40,003 shares during the quarter. Simplify Aggregate Bond ETF comprises 1.1% of Evolution Wealth Management Inc.’s investment portfolio, making the stock its 19th biggest holding. Evolution Wealth Management Inc. owned about 0.38% of Simplify Aggregate Bond ETF worth $1,118,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently made changes to their positions in the company. Park Edge Advisors LLC raised its stake in Simplify Aggregate Bond ETF by 33.0% during the 2nd quarter. Park Edge Advisors LLC now owns 185,665 shares of the company’s stock worth $3,832,000 after buying an additional 46,061 shares during the period. Bay Rivers Group increased its holdings in shares of Simplify Aggregate Bond ETF by 13.5% during the second quarter. Bay Rivers Group now owns 16,908 shares of the company’s stock valued at $349,000 after acquiring an additional 2,008 shares in the last quarter. Financial Enhancement Group LLC increased its holdings in shares of Simplify Aggregate Bond ETF by 66.9% during the second quarter. Financial Enhancement Group LLC now owns 278,103 shares of the company’s stock valued at $5,612,000 after acquiring an additional 111,458 shares in the last quarter. Financial Partners Group Inc acquired a new position in shares of Simplify Aggregate Bond ETF during the second quarter worth approximately $713,000. Finally, KG&L Capital Management LLC lifted its holdings in shares of Simplify Aggregate Bond ETF by 98.4% in the 2nd quarter. KG&L Capital Management LLC now owns 31,888 shares of the company’s stock worth $658,000 after purchasing an additional 15,818 shares in the last quarter.

Simplify Aggregate Bond ETF Price Performance

NYSEARCA AGGH opened at $20.78 on Friday. The company has a fifty day simple moving average of $20.79 and a 200 day simple moving average of $20.69. Simplify Aggregate Bond ETF has a 12-month low of $19.41 and a 12-month high of $21.63.

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.