Citadel Advisors
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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
Q2 		– Sell
-40,410
Closed -$822K – 13601
2026
Q1 		$822K Buy
+40,410
New +$836K ﹤0.01% 8117
2025
Q4 		– Sell
-24,060
Closed -$498K – 12541
2025
Q3 		$498K Buy
+24,060
New +$495K ﹤0.01% 9149
2025
Q2 		– Sell
-59,576
Closed -$1.26M – 12355
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 – 14264
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

WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Citadel Advisors's AGGH Position: Q2 2026 in Review

Citadel Advisors sold out of Simplify Aggregate Bond ETF (AGGH) in Q2 2026, closing a stake of 40,410 shares — an estimated $822K sold.

Citadel Advisors first reported a position in AGGH in Q3 2022 and held it in 10 quarters. The position peaked at $2M in Q4 2024. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Citadel Advisors reported no remaining Simplify Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 40,410 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $822K.
  • Citadel Advisors first reported a position in Simplify Aggregate Bond ETF in Q3 2022 and held it in 10 quarters.
  • Citadel Advisors's Simplify Aggregate Bond ETF position peaked at $2M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.