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 Q2	$413K	Buy	20,489 +176	+0.9%	+$3.57K	0.2%	64
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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

Aspen Wealth Strategies's AGGH Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Simplify Aggregate Bond ETF (AGGH) stake by 0.87% in Q2 2026, buying an estimated $3.57K and bringing the position to 20,489 shares worth $413K. The position accounts for 0.2% of the portfolio, ranked #64.

Aspen Wealth Strategies first reported a position in AGGH in Q1 2024 and has held it in 10 quarters since. The position peaked at $986K in Q1 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

Aspen Wealth Strategies held 20,489 shares of Simplify Aggregate Bond ETF worth $413K as of Q2 2026.
Aspen Wealth Strategies bought 176 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $3.57K.
Simplify Aggregate Bond ETF made up 0.2% of Aspen Wealth Strategies's portfolio in Q2 2026, its #64 holding.
Aspen Wealth Strategies first reported a position in Simplify Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Aspen Wealth Strategies's Simplify Aggregate Bond ETF position peaked at $986K in Q1 2025.
96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.