Citadel Advisors
AGGH icon

Citadel Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Citadel 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
Q1 		$822K Buy
+40,410
New +$836K ﹤0.01% 8117
2025
Q4 		– Sell
-24,060
Closed -$498K – 12545
2025
Q3 		$498K Buy
+24,060
New +$495K ﹤0.01% 9149
2025
Q2 		– Sell
-59,576
Closed -$1.26M – 12364
2025
Q1 		$1.26M Sell
59,576
-37,374
-39% -$779K ﹤0.01% 6441
2024
Q4 		$2M Buy
96,950
+77,386
+396% +$1.62M ﹤0.01% 5631
2024
Q3 		$425K Buy
19,564
+9,493
+94% +$204K ﹤0.01% 8610
2024
Q2 		$209K Sell
10,071
-2,320
-19% -$48.4K ﹤0.01% 9831
2024
Q1 		$266K Buy
+12,391
New +$268K ﹤0.01% 9737
2023
Q2 		– Sell
-14,497
Closed -$331K – 14266
2023
Q1 		$331K Hold
14,497
– – ﹤0.01% 9182
2022
Q4 		$324K Buy
14,497
+5,429
+60% +$122K ﹤0.01% 9143
2022
Q3 		$207K Buy
+9,068
New +$213K ﹤0.01% 10334

Other funds holding AGGH

SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 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 $376B 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 $784M AUM 29.04% 1-Year Est. Return