Aspen Wealth Strategies’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Aspen Wealth Strategies’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	$413K	Buy	20,313 +4,236	+26%	+$87.6K	0.22%	63
2025 Q4	$333K	Buy	16,077 +426	+3%	+$8.87K	0.18%	65
2025 Q3	$324K	Sell	15,651 -14,443	-48%	-$297K	0.18%	69
2025 Q2	$621K	Sell	30,094 -16,540	-35%	-$335K	0.37%	43
2025 Q1	$986K	Buy	46,634 +773	+2%	+$16.1K	0.65%	23
2024 Q4	$946K	Buy	45,861 +16,429	+56%	+$343K	0.61%	25
2024 Q3	$639K	Buy	29,432 +97	+0.3%	+$2.08K	0.41%	34
2024 Q2	$624K	Buy	29,335 +1,044	+4%	+$21.8K	0.43%	33
2024 Q1	$606K	Buy	+28,291	New	+$611K	0.42%	36

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 $3.06B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 $582M AUM 26.87% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Aspen Wealth Strategies's AGGH Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Simplify Aggregate Bond ETF (AGGH) stake by 26% in Q1 2026, buying an estimated $87.6K and bringing the position to 20,313 shares worth $413K. The position accounts for 0.22% of the portfolio, ranked #63.

Aspen Wealth Strategies first reported a position in AGGH in Q1 2024 and has held it in 9 quarters since. The position peaked at $986K in Q1 2025. 89 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

Aspen Wealth Strategies held 20,313 shares of Simplify Aggregate Bond ETF worth $413K as of Q1 2026.
Aspen Wealth Strategies bought 4,236 Simplify Aggregate Bond ETF shares in Q1 2026, an estimated $87.6K.
Simplify Aggregate Bond ETF made up 0.22% of Aspen Wealth Strategies's portfolio in Q1 2026, its #63 holding.
Aspen Wealth Strategies first reported a position in Simplify Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Aspen Wealth Strategies's Simplify Aggregate Bond ETF position peaked at $986K in Q1 2025.
89 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.