Evolution Wealth Management
AGGH icon

Evolution Wealth Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Evolution Wealth 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 		$3.3M Buy
163,520
+27,396
+20% +$556K 1.94% 11
2026
Q1 		$2.77M Buy
136,124
+49,136
+56% +$1.02M 2.03% 9
2025
Q4 		$1.8M Buy
86,988
+33,008
+61% +$687K 1.49% 14
2025
Q3 		$1.12M Buy
53,980
+40,003
+286% +$823K 1.15% 19
2025
Q2 		$288K Buy
+13,977
New +$283K 0.36% 51

Other funds holding AGGH

WCG Wealth Advisors
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Stadion Money Management
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Evolution Wealth Management's AGGH Position: Q2 2026 in Review

Evolution Wealth Management increased its Simplify Aggregate Bond ETF (AGGH) stake by 20% in Q2 2026, buying an estimated $556K and bringing the position to 163,520 shares worth $3.3M. The position accounts for 1.94% of the portfolio, ranked #11.

Evolution Wealth Management first reported a position in AGGH in Q2 2025 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Evolution Wealth Management held 163,520 shares of Simplify Aggregate Bond ETF worth $3.3M as of Q2 2026.
  • Evolution Wealth Management bought 27,396 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $556K.
  • Simplify Aggregate Bond ETF made up 1.94% of Evolution Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Evolution Wealth Management first reported a position in Simplify Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.