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
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

SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $520M AUM 21.84% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $784M AUM 29.04% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return