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Elevated Capital Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Elevated Capital 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 		$8.02M Buy
397,811
+46,281
+13% +$940K 2.21% 10
2026
Q1 		$7.15M Buy
351,530
+118,054
+51% +$2.44M 1.8% 9
2025
Q4 		$4.83M Buy
233,476
+42,798
+22% +$891K 1.13% 17
2025
Q3 		$3.95M Buy
+190,678
New +$3.92M 0.98% 24

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

Elevated Capital Advisors's AGGH Position: Q2 2026 in Review

Elevated Capital Advisors increased its Simplify Aggregate Bond ETF (AGGH) stake by 13% in Q2 2026, buying an estimated $940K and bringing the position to 397,811 shares worth $8.02M. The position accounts for 2.21% of the portfolio, ranked #10.

Elevated Capital Advisors first reported a position in AGGH in Q3 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Elevated Capital Advisors held 397,811 shares of Simplify Aggregate Bond ETF worth $8.02M as of Q2 2026.
  • Elevated Capital Advisors bought 46,281 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $940K.
  • Simplify Aggregate Bond ETF made up 2.21% of Elevated Capital Advisors's portfolio in Q2 2026, its #10 holding.
  • Elevated Capital Advisors first reported a position in Simplify Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.