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

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

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 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 $1.21B AUM 28.32% 1-Year Est. Return

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return