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Atria Wealth Solutions’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Atria Wealth Solutions’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
Q2 		$251K Buy
12,150
+1,354
+13% +$27.4K 0.01% 1251
2025
Q1 		$228K Buy
+10,796
New +$225K ﹤0.01% 1644

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
JHC
J. Hagan Capital Louisville, Kentucky $216M AUM 21.92% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Wealth Solutions's AGGH Position: Q2 2025 in Review

Atria Wealth Solutions increased its Simplify Aggregate Bond ETF (AGGH) stake by 13% in Q2 2025, buying an estimated $27.4K and bringing the position to 12,150 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #1251.

Atria Wealth Solutions first reported a position in AGGH in Q1 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold AGGH as of Q2 2025.

  • Atria Wealth Solutions held 12,150 shares of Simplify Aggregate Bond ETF worth $251K as of Q2 2025.
  • Atria Wealth Solutions bought 1,354 Simplify Aggregate Bond ETF shares in Q2 2025, an estimated $27.4K.
  • Simplify Aggregate Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1251 holding.
  • Atria Wealth Solutions first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.