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AE Wealth Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

AE Wealth Management’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 		$15.5M Buy
768,253
+64,569
+9% +$1.31M 0.07% 249
2026
Q1 		$14.3M Sell
703,684
-63,698
-8% -$1.32M 0.08% 247
2025
Q4 		$15.9M Buy
767,382
+278,738
+57% +$5.8M 0.09% 224
2025
Q3 		$10.1M Buy
488,644
+288,615
+144% +$5.94M 0.06% 263
2025
Q2 		$4.13M Buy
200,029
+138,221
+224% +$2.8M 0.03% 384
2025
Q1 		$1.31M Buy
61,808
+43,524
+238% +$908K 0.01% 650
2024
Q4 		$377K Buy
+18,284
New +$382K ﹤0.01% 1002

Other funds holding AGGH

WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
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
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 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

AE Wealth Management's AGGH Position: Q2 2026 in Review

AE Wealth Management increased its Simplify Aggregate Bond ETF (AGGH) stake by 9.2% in Q2 2026, buying an estimated $1.31M and bringing the position to 768,253 shares worth $15.5M. The position accounts for 0.07% of the portfolio, ranked #249.

AE Wealth Management first reported a position in AGGH in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.9M in Q4 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • AE Wealth Management held 768,253 shares of Simplify Aggregate Bond ETF worth $15.5M as of Q2 2026.
  • AE Wealth Management bought 64,569 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $1.31M.
  • Simplify Aggregate Bond ETF made up 0.07% of AE Wealth Management's portfolio in Q2 2026, its #249 holding.
  • AE Wealth Management first reported a position in Simplify Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's Simplify Aggregate Bond ETF position peaked at $15.9M in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.