Advisor OS’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Advisor OS’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 Q3	$245K	Buy	+12,936	New	+$256K	0.02%	497

Other funds holding AGGH

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Advisor OS's AGGH Position: Q3 2026 in Review

Advisor OS opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q3 2026: 12,936 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #497 among its holdings.

64 funds tracked by Wall St. Rank hold AGGH as of Q3 2026.

Advisor OS held 12,936 shares of Simplify Aggregate Bond ETF worth $245K as of Q3 2026.
Simplify Aggregate Bond ETF was a new Advisor OS position in Q3 2026.
Simplify Aggregate Bond ETF made up 0.02% of Advisor OS's portfolio in Q3 2026, its #497 holding.
64 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.