AssetMark Inc’s Simplify Aggregate Bond ETF AGGH Stock Holding History

AssetMark Inc’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 Q3	$2.35K	Buy	+124	New	+$2.45K	﹤0.01%	2999

Other funds holding AGGH

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

AssetMark Inc's AGGH Position: Q3 2026 in Review

AssetMark Inc opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q3 2026: 124 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #2999 among its holdings.

69 funds tracked by Wall St. Rank hold AGGH as of Q3 2026.

AssetMark Inc held 124 shares of Simplify Aggregate Bond ETF worth $2.35K as of Q3 2026.
Simplify Aggregate Bond ETF was a new AssetMark Inc position in Q3 2026.
Simplify Aggregate Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2999 holding.
69 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.