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Balance Wealth’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Balance Wealth’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 		$468K Sell
23,200
-182
-0.8% -$3.7K 0.12% 93
2026
Q1 		$476K Sell
23,382
-9,473
-29% -$196K 0.15% 90
2025
Q4 		$680K Buy
32,855
+452
+1% +$9.41K 0.22% 75
2025
Q3 		$671K Buy
32,403
+811
+3% +$16.7K 0.17% 74
2025
Q2 		$652K Buy
31,592
+9,484
+43% +$192K 0.38% 58
2025
Q1 		$468K Buy
+22,108
New +$461K 0.3% 72

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

Balance Wealth's AGGH Position: Q2 2026 in Review

Balance Wealth reduced its Simplify Aggregate Bond ETF (AGGH) stake by 0.78% in Q2 2026, selling an estimated $3.7K and leaving 23,200 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #93.

Balance Wealth first reported a position in AGGH in Q1 2025 and has held it in 6 quarters since. The position peaked at $680K in Q4 2025. 33 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Balance Wealth held 23,200 shares of Simplify Aggregate Bond ETF worth $468K as of Q2 2026.
  • Balance Wealth sold 182 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $3.7K.
  • Simplify Aggregate Bond ETF made up 0.12% of Balance Wealth's portfolio in Q2 2026, its #93 holding.
  • Balance Wealth first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Balance Wealth's Simplify Aggregate Bond ETF position peaked at $680K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.