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Foundations Investment Advisors’s Simplify Aggregate Bond ETF AGGH Stock Holding History

Foundations Investment 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
Q2 		– Sell
-15,405
Closed -$313K – 1207
2026
Q1 		$313K Sell
15,405
-3,269
-18% -$67.6K ﹤0.01% 889
2025
Q4 		$387K Buy
18,674
+5,949
+47% +$124K 0.01% 804
2025
Q3 		$264K Buy
+12,725
New +$262K ﹤0.01% 904

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

Foundations Investment Advisors's AGGH Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Simplify Aggregate Bond ETF (AGGH) in Q2 2026, closing a stake of 15,405 shares — an estimated $313K sold.

Foundations Investment Advisors first reported a position in AGGH in Q3 2025 and held it in 3 quarters. The position peaked at $387K in Q4 2025. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Simplify Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 15,405 Simplify Aggregate Bond ETF shares in Q2 2026, an estimated $313K.
  • Foundations Investment Advisors first reported a position in Simplify Aggregate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Foundations Investment Advisors's Simplify Aggregate Bond ETF position peaked at $387K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.