Financial Partners Group (Kansas)’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Financial Partners Group (Kansas)’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	$1.28M	Buy	63,310 +9,003	+17%	+$183K	0.13%	86
2026 Q1	$1.11M	Buy	54,307 +7,741	+17%	+$160K	0.13%	83
2025 Q4	$964K	Buy	46,566 +8,136	+21%	+$169K	0.11%	90
2025 Q3	$796K	Buy	38,430 +3,898	+11%	+$80.2K	0.1%	95
2025 Q2	$713K	Buy	+34,532	New	+$700K	0.1%	93

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 $7B AUM 14.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 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 Partners Group (Kansas)'s AGGH Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its Simplify Aggregate Bond ETF (AGGH) stake by 17% in Q2 2026, buying an estimated $183K and bringing the position to 63,310 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #86.

Financial Partners Group (Kansas) 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.

Financial Partners Group (Kansas) held 63,310 shares of Simplify Aggregate Bond ETF worth $1.28M as of Q2 2026.
Financial Partners Group (Kansas) bought 9,003 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $183K.
Simplify Aggregate Bond ETF made up 0.13% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #86 holding.
Financial Partners Group (Kansas) 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 Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.