Fiduciary Alliance’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Fiduciary Alliance’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
2025 Q3	–	Sell	-12,049	Closed	-$249K	–	499
2025 Q2	$249K	Hold	12,049	–	–	0.02%	427
2025 Q1	$255K	Buy	+12,049	New	+$251K	0.03%	340

Other funds holding AGGH

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

J. Hagan Capital Louisville, Kentucky $185M AUM 18.36% 1-Year Est. Return

Fiduciary Alliance's AGGH Position: Q3 2025 in Review

Fiduciary Alliance sold out of Simplify Aggregate Bond ETF (AGGH) in Q3 2025, closing a stake of 12,049 shares — an estimated $249K sold.

Fiduciary Alliance first reported a position in AGGH in Q1 2025 and held it in 2 quarters. The position peaked at $255K in Q1 2025. 65 funds tracked by Wall St. Rank hold AGGH as of Q3 2025.

Fiduciary Alliance reported no remaining Simplify Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Fiduciary Alliance sold 12,049 Simplify Aggregate Bond ETF shares in Q3 2025, an estimated $249K.
Fiduciary Alliance first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and held it in 2 quarters.
Fiduciary Alliance's Simplify Aggregate Bond ETF position peaked at $255K in Q1 2025.
65 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q3 2025.

Based on Fiduciary Alliance's 13F filing for Q3 2025, filed 8 Oct 2025.