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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Simplify Aggregate Bond ETF AGGH Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio AGGH Stock Details AGGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-29,440
Closed -$599K – 77
2026
Q1 		$599K Buy
+29,440
New +$609K 0.37% 58

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's AGGH Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Simplify Aggregate Bond ETF (AGGH) in Q2 2026, closing a stake of 29,440 shares — an estimated $599K sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in AGGH in Q1 2026 and held it in 1 quarter. The position peaked at $599K in Q1 2026. 68 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Simplify Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 29,440 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $599K.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Simplify Aggregate Bond ETF in Q1 2026 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Simplify Aggregate Bond ETF position peaked at $599K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.