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GK Wealth Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History

GK Wealth Management’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 		$905K Buy
+44,862
New +$911K 0.48% 51
2026
Q1 		– Sell
-47,551
Closed -$984K – 55
2025
Q4 		$984K Sell
47,551
-2,702
-5% -$56.3K 0.65% 38
2025
Q3 		$1.04M Sell
50,253
-2,619
-5% -$53.9K 0.76% 30
2025
Q2 		$1.09M Sell
52,872
-8,770
-14% -$178K 0.98% 27
2025
Q1 		$1.3M Sell
61,642
-5,282
-8% -$110K 1.49% 15
2024
Q4 		$1.38M Buy
+66,924
New +$1.4M 1.75% 11

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

GK Wealth Management's AGGH Position: Q2 2026 in Review

GK Wealth Management opened a new position in Simplify Aggregate Bond ETF (AGGH) in Q2 2026: 44,862 shares worth $905K. The stake represents 0.48% of the portfolio and ranks #51 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in AGGH as recently as Q4 2025.

GK Wealth Management first reported a position in AGGH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q4 2024. 96 funds tracked by Wall St. Rank hold AGGH as of Q2 2026.

  • GK Wealth Management held 44,862 shares of Simplify Aggregate Bond ETF worth $905K as of Q2 2026.
  • Simplify Aggregate Bond ETF was a new GK Wealth Management position in Q2 2026.
  • Simplify Aggregate Bond ETF made up 0.48% of GK Wealth Management's portfolio in Q2 2026, its #51 holding.
  • GK Wealth Management first reported a position in Simplify Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • GK Wealth Management's Simplify Aggregate Bond ETF position peaked at $1.38M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Simplify Aggregate Bond ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.