Financial Enhancement Group’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Financial Enhancement Group’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	$5.99M	Buy	297,216 +12,542	+4%	+$255K	0.71%	47
2026 Q1	$5.86M	Sell	284,674 -17,900	-6%	-$370K	0.73%	47
2025 Q4	$6.28M	Sell	302,574 -233	-0.1%	-$4.85K	0.82%	43
2025 Q3	$6.3M	Buy	302,807 +24,704	+9%	+$508K	0.84%	41
2025 Q2	$5.61M	Buy	278,103 +111,458	+67%	+$2.26M	0.8%	39
2025 Q1	$3.36M	Buy	+166,645	New	+$3.47M	0.52%	50

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

Financial Enhancement Group's AGGH Position: Q2 2026 in Review

Financial Enhancement Group increased its Simplify Aggregate Bond ETF (AGGH) stake by 4.4% in Q2 2026, buying an estimated $255K and bringing the position to 297,216 shares worth $5.99M. The position accounts for 0.71% of the portfolio, ranked #47.

Financial Enhancement Group first reported a position in AGGH in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.3M in Q3 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

Financial Enhancement Group held 297,216 shares of Simplify Aggregate Bond ETF worth $5.99M as of Q2 2026.
Financial Enhancement Group bought 12,542 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $255K.
Simplify Aggregate Bond ETF made up 0.71% of Financial Enhancement Group's portfolio in Q2 2026, its #47 holding.
Financial Enhancement Group first reported a position in Simplify Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Financial Enhancement Group's Simplify Aggregate Bond ETF position peaked at $6.3M in Q3 2025.
96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.