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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
Q2 		$306K Sell
15,190
-663
-4% -$13.5K 0.49% 52
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

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
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
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

Andina Capital Management's AGGH Position: Q2 2026 in Review

Andina Capital Management reduced its Simplify Aggregate Bond ETF (AGGH) stake by 4.2% in Q2 2026, selling an estimated $13.5K and leaving 15,190 shares worth $306K. The position accounts for 0.49% of the portfolio, ranked #52.

Andina Capital Management first reported a position in AGGH in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.91M in Q3 2024. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Andina Capital Management held 15,190 shares of Simplify Aggregate Bond ETF worth $306K as of Q2 2026.
  • Andina Capital Management sold 663 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $13.5K.
  • Simplify Aggregate Bond ETF made up 0.49% of Andina Capital Management's portfolio in Q2 2026, its #52 holding.
  • Andina Capital Management first reported a position in Simplify Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Andina Capital Management's Simplify Aggregate Bond ETF position peaked at $4.91M in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Andina Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.