ACA
AGGH icon

Aptus Capital Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Aptus Capital Advisors’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
-5,362
Closed -$111K – 1666
2025
Q3 		$111K Sell
5,362
-136
-2% -$2.8K ﹤0.01% 1096
2025
Q2 		$113K Buy
5,498
+1,276
+30% +$25.9K ﹤0.01% 1055
2025
Q1 		$89.3K Sell
4,222
-4,107
-49% -$85.6K ﹤0.01% 1033
2024
Q4 		$172K Buy
8,329
+25
+0.3% +$523 ﹤0.01% 916
2024
Q3 		$180K Sell
8,304
-2,132
-20% -$45.7K ﹤0.01% 774
2024
Q2 		$217K Buy
10,436
+14
+0.1% +$292 ﹤0.01% 719
2024
Q1 		$223K Buy
+10,422
New +$225K ﹤0.01% 706

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $6.52B AUM 10.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $520M AUM 21.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return