Encompass More Asset Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Encompass More Asset Management’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 Q1	–	Sell	-137,130	Closed	-$2.84M	–	255
2025 Q4	$2.84M	Buy	137,130 +2,858	+2%	+$59.5K	0.52%	47
2025 Q3	$2.78M	Buy	+134,272	New	+$2.76M	0.53%	45

Other funds holding AGGH

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

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

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Encompass More Asset Management's AGGH Position: Q1 2026 in Review

Encompass More Asset Management sold out of Simplify Aggregate Bond ETF (AGGH) in Q1 2026, closing a stake of 137,130 shares — an estimated $2.84M sold.

Encompass More Asset Management first reported a position in AGGH in Q3 2025 and held it in 2 quarters. The position peaked at $2.84M in Q4 2025. 90 funds tracked by Wall St. Rank hold AGGH as of Q1 2026.

Encompass More Asset Management reported no remaining Simplify Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Encompass More Asset Management sold 137,130 Simplify Aggregate Bond ETF shares in Q1 2026, an estimated $2.84M.
Encompass More Asset Management first reported a position in Simplify Aggregate Bond ETF in Q3 2025 and held it in 2 quarters.
Encompass More Asset Management's Simplify Aggregate Bond ETF position peaked at $2.84M in Q4 2025.
90 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q1 2026.

Based on Encompass More Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.