Commonwealth Equity Services
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Commonwealth Equity Services’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Commonwealth Equity Services’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 		$1.5M Buy
74,432
+15,323
+26% +$311K ﹤0.01% 2378
2026
Q1 		$1.2M Buy
59,109
+23,611
+67% +$489K ﹤0.01% 2450
2025
Q4 		$735K Buy
+35,498
New +$739K ﹤0.01% 2839
2024
Q3 		– Sell
-16,183
Closed -$336K – 4057
2024
Q2 		$336K Sell
16,183
-22,021
-58% -$459K ﹤0.01% 3198
2024
Q1 		$819K Buy
+38,204
New +$825K ﹤0.01% 2396

Other funds holding AGGH

WCG Wealth Advisors
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Stadion Money Management
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services's AGGH Position: Q2 2026 in Review

Commonwealth Equity Services increased its Simplify Aggregate Bond ETF (AGGH) stake by 26% in Q2 2026, buying an estimated $311K and bringing the position to 74,432 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

Commonwealth Equity Services first reported a position in AGGH in Q1 2024 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Commonwealth Equity Services held 74,432 shares of Simplify Aggregate Bond ETF worth $1.5M as of Q2 2026.
  • Commonwealth Equity Services bought 15,323 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $311K.
  • Simplify Aggregate Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2378 holding.
  • Commonwealth Equity Services first reported a position in Simplify Aggregate Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.