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Brookwood Investment Group’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Brookwood Investment 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 		$9.54M Buy
468,796
+432,160
+1,180% +$8.94M 1.18% 9
2025
Q4 		$758K Buy
36,636
+8,780
+32% +$183K 0.09% 206
2025
Q3 		$577K Sell
27,856
-10,752
-28% -$221K 0.07% 237
2025
Q2 		$797K Buy
+38,608
New +$782K 0.13% 165

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 $2.7B AUM 22.62% 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
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

Brookwood Investment Group's AGGH Position: Q1 2026 in Review

Brookwood Investment Group increased its Simplify Aggregate Bond ETF (AGGH) stake by 1,180% in Q1 2026, buying an estimated $8.94M and bringing the position to 468,796 shares worth $9.54M. The position accounts for 1.18% of the portfolio, ranked #9.

Brookwood Investment Group first reported a position in AGGH in Q2 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

  • Brookwood Investment Group held 468,796 shares of Simplify Aggregate Bond ETF worth $9.54M as of Q1 2026.
  • Brookwood Investment Group bought 432,160 Simplify Aggregate Bond ETF shares in Q1 2026, an estimated $8.94M.
  • Simplify Aggregate Bond ETF made up 1.18% of Brookwood Investment Group's portfolio in Q1 2026, its #9 holding.
  • Brookwood Investment Group first reported a position in Simplify Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.