AWA
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Arkadios Wealth Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Arkadios Wealth 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
2026
Q2 		– Sell
-10,449
Closed -$213K – 1769
2026
Q1 		$213K Buy
10,449
+750
+8% +$15.5K ﹤0.01% 1544
2025
Q4 		$201K Buy
+9,699
New +$202K ﹤0.01% 1453

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

Arkadios Wealth Advisors's AGGH Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Simplify Aggregate Bond ETF (AGGH) in Q2 2026, closing a stake of 10,449 shares — an estimated $213K sold.

Arkadios Wealth Advisors first reported a position in AGGH in Q4 2025 and held it in 2 quarters. The position peaked at $213K in Q1 2026. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining Simplify Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 10,449 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $213K.
  • Arkadios Wealth Advisors first reported a position in Simplify Aggregate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Simplify Aggregate Bond ETF position peaked at $213K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.