Avantax Advisory Services’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Avantax Advisory Services’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	$2.86M	Buy	138,554 +12,503	+10%	+$253K	0.02%	640
2025 Q1	$2.67M	Buy	126,051 +9,514	+8%	+$198K	0.02%	628
2024 Q4	$2.4M	Buy	116,537 +30,547	+36%	+$639K	0.02%	635
2024 Q3	$1.87M	Buy	85,990 +12,864	+18%	+$276K	0.01%	731
2024 Q2	$1.52M	Sell	73,126 -5,130	-7%	-$107K	0.01%	776
2024 Q1	$1.68M	Buy	78,256 +14,232	+22%	+$308K	0.01%	585
2023 Q4	$1.41M	Buy	64,024 +10,402	+19%	+$223K	0.01%	607
2023 Q3	$1.14M	Buy	+53,622	New	+$1.19M	0.01%	633

Other funds holding AGGH

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return

JHC

J. Hagan Capital Louisville, Kentucky $185M AUM 18.36% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Avantax Advisory Services's AGGH Position: Q2 2025 in Review

Avantax Advisory Services increased its Simplify Aggregate Bond ETF (AGGH) stake by 9.9% in Q2 2025, buying an estimated $253K and bringing the position to 138,554 shares worth $2.86M. The position accounts for 0.02% of the portfolio, ranked #640.

Avantax Advisory Services first reported a position in AGGH in Q3 2023 and has held it in 8 quarters since. 57 funds tracked by Wall St. Rank hold AGGH as of Q2 2025.

Avantax Advisory Services held 138,554 shares of Simplify Aggregate Bond ETF worth $2.86M as of Q2 2025.
Avantax Advisory Services bought 12,503 Simplify Aggregate Bond ETF shares in Q2 2025, an estimated $253K.
Simplify Aggregate Bond ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #640 holding.
Avantax Advisory Services first reported a position in Simplify Aggregate Bond ETF in Q3 2023 and has held it in 8 quarters since.
57 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.