Cambridge Investment Research Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Cambridge Investment Research Advisors’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	–	Sell	-10,025	Closed	-$204K	–	3779
2026 Q1	$204K	Buy	+10,025	New	+$207K	﹤0.01%	3662
2025 Q3	–	Sell	-52,008	Closed	-$1.07M	–	3716
2025 Q2	$1.07M	Sell	52,008 -8,018	-13%	-$162K	﹤0.01%	1889
2025 Q1	$1.27M	Buy	60,026 +10,094	+20%	+$210K	﹤0.01%	1670
2024 Q4	$1.03M	Buy	49,932 +8,829	+21%	+$185K	﹤0.01%	1848
2024 Q3	$892K	Buy	+41,103	New	+$882K	﹤0.01%	1937

Other funds holding AGGH

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Investment Research Advisors's AGGH Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Simplify Aggregate Bond ETF (AGGH) in Q2 2026, closing a stake of 10,025 shares — an estimated $204K sold.

Cambridge Investment Research Advisors first reported a position in AGGH in Q3 2024 and held it in 5 quarters. The position peaked at $1.27M in Q1 2025. 35 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

Cambridge Investment Research Advisors reported no remaining Simplify Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Cambridge Investment Research Advisors sold 10,025 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $204K.
Cambridge Investment Research Advisors first reported a position in Simplify Aggregate Bond ETF in Q3 2024 and held it in 5 quarters.
Cambridge Investment Research Advisors's Simplify Aggregate Bond ETF position peaked at $1.27M in Q1 2025.
35 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.