Envestnet Asset Management Inc. Sells 64,786 Shares of Simplify Aggregate Bond ETF $AGGH

Envestnet Asset Management Inc. cut its stake in Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 33.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 129,321 shares of the company’s stock after selling 64,786 shares during the period. Envestnet Asset Management Inc. owned approximately 0.91% of Simplify Aggregate Bond ETF worth $2,678,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Guerra Advisors Inc bought a new stake in shares of Simplify Aggregate Bond ETF during the third quarter worth $158,000. Greykasell Wealth Strategies Inc. grew its stake in Simplify Aggregate Bond ETF by 108.2% during the third quarter. Greykasell Wealth Strategies Inc. now owns 38,604 shares of the company’s stock worth $799,000 after purchasing an additional 20,063 shares during the period. Foundations Investment Advisors LLC bought a new stake in shares of Simplify Aggregate Bond ETF in the 3rd quarter valued at $264,000. AE Wealth Management LLC boosted its position in shares of Simplify Aggregate Bond ETF by 144.3% during the 3rd quarter. AE Wealth Management LLC now owns 488,644 shares of the company’s stock worth $10,120,000 after purchasing an additional 288,615 shares in the last quarter. Finally, Andina Capital Management LLC grew its stake in Simplify Aggregate Bond ETF by 5.4% in the third quarter. Andina Capital Management LLC now owns 41,648 shares of the company’s stock valued at $863,000 after acquiring an additional 2,137 shares during the period.

Simplify Aggregate Bond ETF Stock Performance

AGGH opened at $20.83 on Friday. Simplify Aggregate Bond ETF has a fifty-two week low of $19.41 and a fifty-two week high of $21.63. The company’s 50-day moving average is $20.80 and its 200 day moving average is $20.79.

Simplify Aggregate Bond ETF Cuts Dividend

The company also recently disclosed a monthly dividend, which will be paid on Friday, February 27th. Investors of record on Tuesday, February 24th will be paid a $0.12 dividend. The ex-dividend date is Tuesday, February 24th. This represents a c) annualized dividend and a yield of 6.9%.

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.