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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
Q2 		$1.16M Sell
57,285
-17,572
-23% -$357K 0.17% 59
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

WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s AGGH Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Simplify Aggregate Bond ETF (AGGH) stake by 23% in Q2 2026, selling an estimated $357K and leaving 57,285 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #59.

Beacon Capital Management LLC (Tennessee) first reported a position in AGGH in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.51M in Q3 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 57,285 shares of Simplify Aggregate Bond ETF worth $1.16M as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) sold 17,572 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $357K.
  • Simplify Aggregate Bond ETF made up 0.17% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #59 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Simplify Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Simplify Aggregate Bond ETF position peaked at $6.51M in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.