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Cooper Financial Group’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Cooper Financial Group’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 		$421K Sell
20,861
-944
-4% -$19.2K 0.03% 289
2026
Q1 		$444K Hold
21,805
– – 0.04% 264
2025
Q4 		$451K Buy
+21,805
New +$454K 0.05% 250

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

Cooper Financial Group's AGGH Position: Q2 2026 in Review

Cooper Financial Group reduced its Simplify Aggregate Bond ETF (AGGH) stake by 4.3% in Q2 2026, selling an estimated $19.2K and leaving 20,861 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #289.

Cooper Financial Group first reported a position in AGGH in Q4 2025 and has held it in 3 quarters since. The position peaked at $451K in Q4 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Cooper Financial Group held 20,861 shares of Simplify Aggregate Bond ETF worth $421K as of Q2 2026.
  • Cooper Financial Group sold 944 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $19.2K.
  • Simplify Aggregate Bond ETF made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #289 holding.
  • Cooper Financial Group first reported a position in Simplify Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Cooper Financial Group's Simplify Aggregate Bond ETF position peaked at $451K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.