Capital Analysts LLC
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Capital Analysts LLC’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Capital Analysts LLC’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
2025
Q1 		– Sell
-530
Closed -$11K – 1364
2024
Q4 		$11K Buy
+530
New +$11.1K ﹤0.01% 1041

Other funds holding AGGH

Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JHC
J. Hagan Capital Louisville, Kentucky $216M AUM 21.92% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Capital Analysts LLC's AGGH Position: Q1 2025 in Review

Capital Analysts LLC sold out of Simplify Aggregate Bond ETF (AGGH) in Q1 2025, closing a stake of 530 shares — an estimated $11K sold.

Capital Analysts LLC first reported a position in AGGH in Q4 2024 and held it in 1 quarter. The position peaked at $11K in Q4 2024. 50 funds tracked by Wall St. Rank hold AGGH as of Q1 2025.

  • Capital Analysts LLC reported no remaining Simplify Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 530 Simplify Aggregate Bond ETF shares in Q1 2025, an estimated $11K.
  • Capital Analysts LLC first reported a position in Simplify Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Capital Analysts LLC's Simplify Aggregate Bond ETF position peaked at $11K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.