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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

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JHC
J. Hagan Capital Louisville, Kentucky $185M AUM 18.36% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 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.