Farther Finance Advisors
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Farther Finance Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Farther Finance Advisors’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
Q3 		$29.3K Buy
1,547
+19
+1% +$376 ﹤0.01% 3852
2026
Q2 		$30.8K Buy
1,528
+19
+1% +$386 ﹤0.01% 3639
2026
Q1 		$30.7K Buy
1,509
+19
+1% +$393 ﹤0.01% 3351
2025
Q4 		$30.8K Sell
1,490
-906
-38% -$18.9K ﹤0.01% 3134
2025
Q3 		$49.6K Buy
+2,396
New +$49.3K ﹤0.01% 2448
2025
Q2 		– Sell
-4,349
Closed -$92K – 4493
2025
Q1 		$92K Buy
+4,349
New +$90.7K ﹤0.01% 1587

Other funds holding AGGH

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
KLCM
KG&L Capital Management Saint Francisville, Louisiana $163M AUM 24.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Farther Finance Advisors's AGGH Position: Q3 2026 in Review

Farther Finance Advisors increased its Simplify Aggregate Bond ETF (AGGH) stake by 1.2% in Q3 2026, buying an estimated $376 and bringing the position to 1,547 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3852.

Farther Finance Advisors first reported a position in AGGH in Q1 2025 and has held it in 6 quarters since. The position peaked at $92K in Q1 2025. 15 funds tracked by Wall St. Rank hold AGGH as of Q3 2026.

  • Farther Finance Advisors held 1,547 shares of Simplify Aggregate Bond ETF worth $29.3K as of Q3 2026.
  • Farther Finance Advisors bought 19 Simplify Aggregate Bond ETF shares in Q3 2026, an estimated $376.
  • Simplify Aggregate Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3852 holding.
  • Farther Finance Advisors first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Simplify Aggregate Bond ETF position peaked at $92K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.