Envestnet Portfolio Solutions
AGGH icon

Envestnet Portfolio Solutions’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Envestnet Portfolio Solutions’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 		$4.23M Buy
209,964
+18,866
+10% +$383K 0.02% 355
2026
Q1 		$3.89M Buy
191,098
+13,704
+8% +$284K 0.02% 326
2025
Q4 		$3.67M Buy
+177,394
New +$3.69M 0.01% 425
2025
Q2 		– Sell
-10,796
Closed -$228K – 1517
2025
Q1 		$228K Buy
+10,796
New +$225K ﹤0.01% 1429

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

Envestnet Portfolio Solutions's AGGH Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Simplify Aggregate Bond ETF (AGGH) stake by 9.9% in Q2 2026, buying an estimated $383K and bringing the position to 209,964 shares worth $4.23M. The position accounts for 0.02% of the portfolio, ranked #355.

Envestnet Portfolio Solutions first reported a position in AGGH in Q1 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Envestnet Portfolio Solutions held 209,964 shares of Simplify Aggregate Bond ETF worth $4.23M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 18,866 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $383K.
  • Simplify Aggregate Bond ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #355 holding.
  • Envestnet Portfolio Solutions first reported a position in Simplify Aggregate Bond ETF in Q1 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 Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.