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 $7.19B AUM 6.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

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 $839M AUM 18.63% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Aptus Capital Advisors's AGGH Position: Q4 2025 in Review

Aptus Capital Advisors sold out of Simplify Aggregate Bond ETF (AGGH) in Q4 2025, closing a stake of 5,362 shares — an estimated $111K sold.

Aptus Capital Advisors first reported a position in AGGH in Q1 2024 and held it in 7 quarters. The position peaked at $223K in Q1 2024. 80 funds tracked by Wall St. Rank hold AGGH as of Q4 2025.

Aptus Capital Advisors reported no remaining Simplify Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Aptus Capital Advisors sold 5,362 Simplify Aggregate Bond ETF shares in Q4 2025, an estimated $111K.
Aptus Capital Advisors first reported a position in Simplify Aggregate Bond ETF in Q1 2024 and held it in 7 quarters.
Aptus Capital Advisors's Simplify Aggregate Bond ETF position peaked at $223K in Q1 2024.
80 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.