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Buck Wealth Strategies’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Buck Wealth Strategies’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 		$33K Buy
+1,636
New +$33.2K ﹤0.01% 401
2025
Q3 		– Sell
-313,444
Closed -$6.47M – 172
2025
Q2 		$6.47M Buy
313,444
+17,281
+6% +$350K 0.99% 37
2025
Q1 		$6.26M Buy
+296,163
New +$6.18M 1.14% 36

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

Buck Wealth Strategies's AGGH Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q2 2026: 1,636 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in AGGH as recently as Q2 2025.

Buck Wealth Strategies first reported a position in AGGH in Q1 2025 and has held it in 3 quarters since. The position peaked at $6.47M in Q2 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Buck Wealth Strategies held 1,636 shares of Simplify Aggregate Bond ETF worth $33K as of Q2 2026.
  • Simplify Aggregate Bond ETF was a new Buck Wealth Strategies position in Q2 2026.
  • Simplify Aggregate Bond ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #401 holding.
  • Buck Wealth Strategies first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Buck Wealth Strategies's Simplify Aggregate Bond ETF position peaked at $6.47M in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.