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CreativeOne Wealth’s Simplify Aggregate Bond ETF AGGH Stock Holding History

CreativeOne Wealth’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 		$2.24M Buy
111,041
+44,401
+67% +$902K 0.05% 330
2026
Q1 		$1.36M Sell
66,640
-7,589
-10% -$157K 0.03% 465
2025
Q4 		$1.54M Sell
74,229
-25,897
-26% -$539K 0.04% 400
2025
Q3 		$2.07M Buy
100,126
+48,448
+94% +$997K 0.05% 332
2025
Q2 		$1.07M Buy
51,678
+8,366
+19% +$170K 0.03% 511
2025
Q1 		$916K Buy
43,312
+6,834
+19% +$142K 0.03% 507
2024
Q4 		$753K Buy
+36,478
New +$763K 0.02% 567

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

CreativeOne Wealth's AGGH Position: Q2 2026 in Review

CreativeOne Wealth increased its Simplify Aggregate Bond ETF (AGGH) stake by 67% in Q2 2026, buying an estimated $902K and bringing the position to 111,041 shares worth $2.24M. The position accounts for 0.05% of the portfolio, ranked #330.

CreativeOne Wealth first reported a position in AGGH in Q4 2024 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • CreativeOne Wealth held 111,041 shares of Simplify Aggregate Bond ETF worth $2.24M as of Q2 2026.
  • CreativeOne Wealth bought 44,401 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $902K.
  • Simplify Aggregate Bond ETF made up 0.05% of CreativeOne Wealth's portfolio in Q2 2026, its #330 holding.
  • CreativeOne Wealth first reported a position in Simplify Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.