Simplify Aggregate Bond ETF $AGGH Shares Newly Purchased by Sowell Financial Services LLC

Sowell Financial Services LLC bought a new stake in Simplify Aggregate Bond ETF (NYSEARCA:AGGH) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 2,470,142 shares of the company’s stock, valued at approximately $46,760,000. Simplify Aggregate Bond ETF comprises approximately 1.3% of Sowell Financial Services LLC’s portfolio, making the stock its 11th largest position. Sowell Financial Services LLC owned about 9.59% of Simplify Aggregate Bond ETF as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Brown Financial Advisors bought a new position in shares of Simplify Aggregate Bond ETF during the 2nd quarter valued at approximately $542,000. IFS Group LLC purchased a new stake in Simplify Aggregate Bond ETF in the 1st quarter worth approximately $2,844,000. Copley Financial Group Inc. bought a new stake in Simplify Aggregate Bond ETF during the 2nd quarter worth approximately $2,601,000. Simplify Asset Management Inc. raised its stake in Simplify Aggregate Bond ETF by 13.4% during the 1st quarter. Simplify Asset Management Inc. now owns 2,109,127 shares of the company’s stock worth $42,921,000 after acquiring an additional 250,000 shares during the period. Finally, Park Edge Advisors LLC raised its stake in Simplify Aggregate Bond ETF by 12.6% during the 1st 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.

Simplify Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGGH opened at $19.11 on Wednesday. The firm has a fifty day moving average price of $19.42 and a 200-day moving average price of $19.93. Simplify Aggregate Bond ETF has a 1 year low of $18.73 and a 1 year high of $21.02.

Simplify Aggregate Bond ETF 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.