AE Wealth Management LLC Boosts Stock Position in Simplify Aggregate Bond ETF $AGGH

AE Wealth Management LLC grew its stake in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 57.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 767,382 shares of the company’s stock after buying an additional 278,738 shares during the period. AE Wealth Management LLC owned 4.54% of Simplify Aggregate Bond ETF worth $15,885,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the stock. Beacon Capital Management LLC purchased a new stake in shares of Simplify Aggregate Bond ETF during the 3rd quarter worth $6,507,000. Park Edge Advisors LLC lifted its stake in shares of Simplify Aggregate Bond ETF by 95.3% during the 3rd quarter. Park Edge Advisors LLC now owns 362,646 shares of the company’s stock worth $7,510,000 after purchasing an additional 176,981 shares during the last quarter. Key Capital Management INC purchased a new stake in shares of Simplify Aggregate Bond ETF during the 4th quarter worth $3,077,000. Encompass More Asset Management purchased a new stake in shares of Simplify Aggregate Bond ETF during the 3rd quarter worth $2,781,000. Finally, Susquehanna International Group LLP purchased a new stake in shares of Simplify Aggregate Bond ETF during the 3rd quarter worth $1,498,000.

Simplify Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGGH opened at $20.58 on Friday. Simplify Aggregate Bond ETF has a 1-year low of $19.77 and a 1-year high of $21.02. The business has a fifty day moving average price of $20.60 and a 200 day moving average price of $20.73.

Simplify Aggregate Bond ETF Cuts Dividend

The firm also recently declared a monthly dividend, which was paid on Friday, February 27th. Shareholders of record on Tuesday, February 24th were paid a $0.12 dividend. The ex-dividend date was Tuesday, February 24th. This represents a c) dividend on an annualized basis and a yield of 7.0%.

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.