Envestnet Asset Management
AGGH icon

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

Envestnet 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
Q2 		$27.2M Buy
1,350,119
+153,424
+13% +$3.12M 0.01% 1221
2026
Q1 		$24.4M Buy
1,196,695
+111,561
+10% +$2.31M 0.01% 1217
2025
Q4 		$22.5M Buy
1,085,134
+955,813
+739% +$19.9M 0.01% 1134
2025
Q3 		$2.68M Sell
129,321
-64,786
-33% -$1.33M ﹤0.01% 2685
2025
Q2 		$4.01M Buy
194,107
+163,618
+537% +$3.32M ﹤0.01% 2340
2025
Q1 		$645K Buy
+30,489
New +$636K ﹤0.01% 3462
2024
Q4 		– Sell
-49,419
Closed -$1.07M – 4299
2024
Q3 		$1.07M Buy
49,419
+11,038
+29% +$237K ﹤0.01% 3096
2024
Q2 		$797K Buy
38,381
+3,234
+9% +$67.5K ﹤0.01% 3175
2024
Q1 		$753K Buy
+35,147
New +$759K ﹤0.01% 3207

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
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
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Envestnet Asset Management's AGGH Position: Q2 2026 in Review

Envestnet Asset Management increased its Simplify Aggregate Bond ETF (AGGH) stake by 13% in Q2 2026, buying an estimated $3.12M and bringing the position to 1,350,119 shares worth $27.2M. The position accounts for 0.01% of the portfolio, ranked #1221.

Envestnet Asset Management first reported a position in AGGH in Q1 2024 and has held it in 9 quarters since. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Envestnet Asset Management held 1,350,119 shares of Simplify Aggregate Bond ETF worth $27.2M as of Q2 2026.
  • Envestnet Asset Management bought 153,424 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $3.12M.
  • Simplify Aggregate Bond ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1221 holding.
  • Envestnet Asset Management first reported a position in Simplify Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.