BFAG
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Blackston Financial Advisory Group’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Blackston Financial Advisory Group’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 		$1.11M Buy
54,768
+10,808
+25% +$224K 0.7% 24
2025
Q4 		$910K Buy
43,960
+22,973
+109% +$478K 0.55% 25
2025
Q3 		$435K Buy
+20,987
New +$432K 0.26% 54

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 $2.01B AUM 27.28% 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 $888M AUM 32.21% 1-Year Est. Return

Blackston Financial Advisory Group's AGGH Position: Q1 2026 in Review

Blackston Financial Advisory Group increased its Simplify Aggregate Bond ETF (AGGH) stake by 25% in Q1 2026, buying an estimated $224K and bringing the position to 54,768 shares worth $1.11M. The position accounts for 0.7% of the portfolio, ranked #24.

Blackston Financial Advisory Group first reported a position in AGGH in Q3 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

  • Blackston Financial Advisory Group held 54,768 shares of Simplify Aggregate Bond ETF worth $1.11M as of Q1 2026.
  • Blackston Financial Advisory Group bought 10,808 Simplify Aggregate Bond ETF shares in Q1 2026, an estimated $224K.
  • Simplify Aggregate Bond ETF made up 0.7% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #24 holding.
  • Blackston Financial Advisory Group first reported a position in Simplify Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.