Avantax Advisory Services’s Simplify Aggregate Bond ETF AGGH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
138,554
+12,503
| +10% | +$258K | 0.02% | 640 |
|
|
2025
Q1 | $2.67M | Buy |
126,051
+9,514
| +8% | +$201K | 0.02% | 628 |
|
|
2024
Q4 | $2.4M | Buy |
116,537
+30,547
| +36% | +$630K | 0.02% | 635 |
|
|
2024
Q3 | $1.87M | Buy |
85,990
+12,864
| +18% | +$279K | 0.01% | 731 |
|
|
2024
Q2 | $1.52M | Sell |
73,126
-5,130
| -7% | -$106K | 0.01% | 776 |
|
|
2024
Q1 | $1.68M | Buy |
78,256
+14,232
| +22% | +$305K | 0.01% | 585 |
|
|
2023
Q4 | $1.41M | Buy |
64,024
+10,402
| +19% | +$230K | 0.01% | 607 |
|
|
2023
Q3 | $1.14M | Buy |
+53,622
| New | +$1.14M | 0.01% | 633 |
|