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Beacon Capital Management LLC (Tennessee)’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q1 		$1.52M Sell
74,857
-35,578
-32% -$736K 0.27% 40
2025
Q4 		$2.29M Sell
110,435
-203,744
-65% -$4.24M 0.35% 26
2025
Q3 		$6.51M Buy
+314,179
New +$6.47M 0.92% 19

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s AGGH Position: Q1 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Simplify Aggregate Bond ETF (AGGH) stake by 32% in Q1 2026, selling an estimated $736K and leaving 74,857 shares worth $1.52M. The position accounts for 0.27% of the portfolio, ranked #40.

Beacon Capital Management LLC (Tennessee) first reported a position in AGGH in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.51M in Q3 2025. 89 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

  • Beacon Capital Management LLC (Tennessee) held 74,857 shares of Simplify Aggregate Bond ETF worth $1.52M as of Q1 2026.
  • Beacon Capital Management LLC (Tennessee) sold 35,578 Simplify Aggregate Bond ETF shares in Q1 2026, an estimated $736K.
  • Simplify Aggregate Bond ETF made up 0.27% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q1 2026, its #40 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Simplify Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Simplify Aggregate Bond ETF position peaked at $6.51M in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2026, filed 11 May 2026.