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Andina Capital Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Andina Capital 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
Q1 		$323K Sell
15,853
-18,428
-54% -$381K 0.29% 90
2025
Q4 		$710K Sell
34,281
-7,367
-18% -$153K 0.43% 51
2025
Q3 		$863K Buy
41,648
+2,137
+5% +$44K 0.49% 47
2025
Q2 		$816K Sell
39,511
-6,666
-14% -$135K 0.57% 46
2025
Q1 		$977K Sell
46,177
-7,829
-14% -$163K 0.7% 39
2024
Q4 		$1.11M Sell
54,006
-172,116
-76% -$3.6M 0.91% 30
2024
Q3 		$4.91M Buy
226,122
+71,308
+46% +$1.53M 3.73% 6
2024
Q2 		$3.21M Buy
+154,814
New +$3.23M 2.42% 10

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $520M AUM 21.84% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return