Cetera Investment Advisers
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Cetera Investment Advisers’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Cetera Investment Advisers’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 		$880K Sell
43,255
-9,915
-19% -$205K ﹤0.01% 3014
2025
Q4 		$1.1M Sell
53,170
-14,979
-22% -$312K ﹤0.01% 2740
2025
Q3 		$1.41M Buy
+68,149
New +$1.4M ﹤0.01% 2479

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 $520M AUM 21.84% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Cetera Investment Advisers's AGGH Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Simplify Aggregate Bond ETF (AGGH) stake by 19% in Q1 2026, selling an estimated $205K and leaving 43,255 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #3014.

Cetera Investment Advisers first reported a position in AGGH in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.41M in Q3 2025. 89 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

  • Cetera Investment Advisers held 43,255 shares of Simplify Aggregate Bond ETF worth $880K as of Q1 2026.
  • Cetera Investment Advisers sold 9,915 Simplify Aggregate Bond ETF shares in Q1 2026, an estimated $205K.
  • Simplify Aggregate Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3014 holding.
  • Cetera Investment Advisers first reported a position in Simplify Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's Simplify Aggregate Bond ETF position peaked at $1.41M in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.