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	0.72%	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

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

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Secure Asset Management Troy, Michigan $711M AUM 27.91% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return