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Allworth Financial’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Allworth Financial’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
2025
Q4 		– Sell
-769
Closed -$15.9K – 5007
2025
Q3 		$15.9K Hold
769
– – ﹤0.01% 2840
2025
Q2 		$15.9K Hold
769
– – ﹤0.01% 2658
2025
Q1 		$15.7K Buy
+769
New +$16K ﹤0.01% 2211

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Allworth Financial's AGGH Position: Q4 2025 in Review

Allworth Financial sold out of Simplify Aggregate Bond ETF (AGGH) in Q4 2025, closing a stake of 769 shares — an estimated $15.9K sold.

Allworth Financial first reported a position in AGGH in Q1 2025 and held it in 3 quarters. The position peaked at $15.9K in Q3 2025. 80 funds tracked by Wall St. Rank hold AGGH as of Q4 2025.

  • Allworth Financial reported no remaining Simplify Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 769 Simplify Aggregate Bond ETF shares in Q4 2025, an estimated $15.9K.
  • Allworth Financial first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and held it in 3 quarters.
  • Allworth Financial's Simplify Aggregate Bond ETF position peaked at $15.9K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.